Roberta Gerads, financial advisor Elk River MN
89 score

Roberta Gerads

CRD Number: 6179122
Current Firm: Raymond James Financial Services Advisors, Inc.

Roberta Gerads (CRD# 6179122) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elk River, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Elk River, MN Jul 2013 - Current 3
First National Financial Services Elk River, MN Apr 2013 - Current 3
Raymond James Financial Services Elk River, MN Mar 2013 - Current 3
First National Bank Of Elk River Elk River, MN Oct 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Roberta J. Gerads
Phone Number: 727-567-5877
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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