Gerald Haggerty Jr, financial advisor Jim Thorpe PA

Gerald Haggerty Jr

CRD Number: 5014954
Current Firm: Avantax Advisory Services

Gerald Haggerty Jr (CRD# 5014954) is an Investment Advisor Representative working at Avantax Advisory Services in Jim Thorpe, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Jim Thorpe, PA Jan 2013 - Current 11
Avantax Investment Services, Inc. Jim Thorpe, PA Aug 2005 - Current 18
Haggerty's Tax Service Jim Thorpe, PA Jan 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Gerald L. Haggerty Jr
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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, VT, WA, WI, WV, WY

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