Gena Braxton, financial advisor Lisle IL
90 score

Gena Braxton

CRD Number: 6199728
Current Firm: Advisors Asset Management, Inc.

Gena Braxton (CRD# 6199728) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Lisle, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. Monument, CO Jun 2014 - Current 4
Edgeworth Club Pittsburgh, PA May 2014 - Jun 2014 < 1
Penn State Erie, PA Aug 2010 - May 2014 3
Edgeworth Club Pittsburgh, PA May 2011 - Aug 2013 2
Bellevue Bourough Pittsburgh, PA Jun 2008 - Sep 2010 2
Northgate School District Pittsburgh, PA Sep 1997 - Jun 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Gena A. Braxton
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $846,729
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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