John GherardiCRD Number: 1089544
Current Firm: Ubs Financial Services Inc.
John Gherardi (CRD# 1089544) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lafayette, LA and has over 12 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Ubs Financial Services Inc.||Lafayette, LA||Mar 2011 - Current||5|
|J.n. Gherardi Associates, LLC||Nashville, TN||Aug 2002 - Current||14|
|Ubs Financial Services Inc.||Huntsville, AL||Jan 2008 - Mar 2011||3|
|Ubs Financial Services Inc.||Montgomery, AL||Jul 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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