Gerard Brass, financial advisor Colton CA

Gerard Brass

CRD Number: 6624439
Current Firm: Primerica Advisors

Gerard Brass (CRD# 6624439) is an Investment Advisor Representative working at Primerica Advisors in Colton, CA and has over 7 years of experience in the finance industry.

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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Gerard A. Brass
Phone Number: 833-786-0550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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