Gerald Allora, financial advisor Jacksonville FL

Gerald Allora

CRD Number: 2566952
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gerald Allora (CRD# 2566952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Aug 2017 - Current 3
Ascendo Resources Charlotte, NC Mar 2017 - Aug 2017 < 1
Unemployed Charlotte, NC May 2016 - Mar 2017 < 1
Lpl Financial Charlotte, NC Aug 2008 - May 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Gerald M. Allora
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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