Gerald Gasber, financial advisor Folsom CA
86 score

Gerald Gasber

CRD Number: 865663
Current Firm: Gasber Financial Advisors, Inc.

Gerald Gasber (CRD# 865663) is an Investment Advisor Representative working at Gasber Financial Advisors, Inc. in Folsom, CA and has over 19 years of experience in the finance industry. Gerald Gasber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Marshall Goins, financial advisor Folsom CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Folsom CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Folsom CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Professional Designations
Company Name Location Dates Years
Gasber Financial Advisors, Inc. Gold River, CA Oct 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gerald E. Gasber
Phone Number: 916-985-2594
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $852,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.