Frederick Gearhart, financial advisor Grand Rapids MI
73 score

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 17 years of experience in the finance industry.

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Company Name Location Dates Years
Luminist Capital LLC Grand Rapids, MI Feb 2015 - Current 1
Plp Advisors, LLC Grand Rapids, MI Jan 2014 - Current 2
Self Employed Grand Rapids, MI Jun 1995 - Current 21
Usa Wealth Management LLC Grand Rapids, MI Apr 2002 - Dec 2013 11
Centaurus Finanical, Inc. Anaheim, CA Dec 2010 - Mar 2012 1
Veritas Specialized Investment Services, LLC Grand Rapids, MI Jun 2010 - Jan 2012 1
Usa Advanced Planners Inc. Grand Rapids, MI Jan 2006 - Dec 2010 4
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, 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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Frederick W. Gearhart
Phone Number: 866-921-3613
Registered State(s):
  • MI
  • TX
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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