Gerald Spessard, financial advisor Hagerstown MD
88 score

Gerald Spessard

CRD Number: 6330004
Current Firm: Rbc Capital Markets, LLC

Gerald Spessard (CRD# 6330004) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hagerstown, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Hagerstown, MD May 2014 - Current 2
Brooke, Mcdonald, And Associates Baltimore, MD Jan 2013 - May 2014 1
Autonation Baltimore, MD Jun 2009 - Jan 2013 3
Un Of Maryland College Park, MD Sep 2004 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Gerald W. Spessard
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
88
Clean Record
This advisor has a clean track record with regulators.

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