Gene Gettys, financial advisor Harlan IA
88 score

Gene Gettys

CRD Number: 6317427
Current Firm: Raymond James Financial Services Advisors, Inc.

Gene Gettys (CRD# 6317427) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harlan, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
United Life Insurance/ United Fire Group Harlan, VA Aug 2015 - Current 1
City Of Harlan Harlan, IA Jul 2015 - Current 1
Raymond James Financial Services Advisors Inc. Harlan, IA Jun 2015 - Current 1
Shelby County Investment Center/shelby County State Bank Harlan, IA Jun 2015 - Current 1
First National Capital Markets, Inc. Omaha, NE Mar 2014 - Current 2
Harlan County State Bank Harlan, IA Apr 2013 - Current 3
Accent Harlan, IA Jan 2012 - Mar 2013 1
Qbe First Harlan, IA Feb 1999 - Dec 2011 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Gene L. Gettys
Phone Number: 727-567-5877
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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