Gerald CrochetCRD Number: 2334597
Current Firm: Acadian Wealth Management
Gerald Crochet (CRD# 2334597) is an Investment Advisor Representative working at Acadian Wealth Management in Little Rock, AR and has over 29 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Acadian Wealth Management, LLC||Little Rock, AR||Mar 2014 - Current||8|
|Total Financial Security, LLC||Little Rock, AR||Sep 2005 - Current||16|
|Crochet & Landreneau, Pllc||Little Rock, AR||Sep 1992 - Current||29|
|Gerald Crochet, Jd, Chfc||Little Rock, AR||Oct 2005 - Mar 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management19MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$775,696
- 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
- Market timing services
- Educational seminars/workshops
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