Frederick Gearhart, financial advisor Grand Rapids MI

Frederick Gearhart

CRD Number: 3147196
Current Firm: Personal Legacy Planners

Frederick Gearhart (CRD# 3147196) is an Investment Advisor Representative working at Personal Legacy Planners in Grand Rapids, MI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Illuminated Insurance Services, LLC Grand Rapids, MI Sep 2019 - Current 4
Advisory Advocates LLC Grand Rapids, MI Jul 2016 - Current 7
Luminist Capital LLC Grand Rapids, MI Aug 2014 - Current 9
Plp Advisors, LLC Grand Rapids, MI Dec 2013 - Current 10
Plp Metals, LLC Grand Rapids, MI Nov 2013 - Current 10
Plp Advisors, LLC Grand Rapids, MI Jan 2010 - Current 14
Plp Services, Llc D/b/a Retirement Lifestyles Advocates Grand Rapids, MI Apr 2001 - Current 22
Luminist Capital, LLC Grand Rapids, MI Aug 2017 - Nov 2020 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Feb 2002
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Frederick W. Gearhart
Phone Number: 866-921-3613
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

MI

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