Roberta GeradsCRD 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 4 years of experience in the finance industry.
Phillip James Financial Company
Royal Alliance Associates, Inc.
Ameriprise Financial Services, Inc.
|Raymond James Financial Services Advisors Inc.||Elk River, MN||Jul 2013 - Current||4|
|First National Financial Services||Elk River, MN||Apr 2013 - Current||4|
|Raymond James Financial Services||Elk River, MN||Mar 2013 - Current||4|
|First National Bank Of Elk River||Elk River, MN||Oct 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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