Gilberto Bermea (CRD# 6949848) is an Investment Advisor Representative working at Commonwealth Financial Network in Laredo, TX and has over 5 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6055933
Primerica Advisors
CRD# 2444606
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Tejas Financial Advisors | Laredo, TX | Mar 2019 - Current | 5 |
Commonwealth Financial Network | Waltham, MA | Mar 2019 - Current | 5 |
Tejas Financial Advisors | Laredo, TX | Jun 2018 - Mar 2019 | < 1 |
Commonwealth Financial Network | Waltham, MA | Jun 2018 - Mar 2019 | < 1 |
Texas A&m University | College Station, TX | Aug 2014 - May 2018 | 3 |
Texas Roadhouse | Haringen, TX | Jan 2014 - Aug 2014 | < 1 |
Harlingen High School | Haringen, TX | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- TX
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Educational seminars/workshops
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, WY
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