Gerald House (CRD# 6247495) is an Investment Advisor Representative working at Lifestyle Financial Services, LLC in Martinez, GA and has over 10 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifestyle Financial Services, LLC | Martinez, GA | Dec 2022 - Current | 1 |
| Herrington Financial Services Dba Lifestyle Financial Services | Martinez, GA | Oct 2020 - Current | 3 |
| Herrington Financial Services, Inc. | Augusta, GA | Aug 2020 - Current | 3 |
| Herrington Financial Services, Inc. | Augusta, GA | Mar 2018 - Current | 6 |
| Core Investment Management Group, LLC | Augusta, GA | Jan 2016 - Current | 8 |
| National Brokerage | Irving, TX | Jul 2015 - Jan 2020 | 4 |
| Jackson Hewitt | Martinez, GA | Jan 2016 - May 2016 | < 1 |
| Hd Vest Insurance Agency Inc. | Irving, TX | Jul 2015 - Apr 2016 | < 1 |
| H D Vest Advisory Services | Grovetown, GA | Apr 2015 - Apr 2016 | 1 |
| Hd Vest Investment Services | Martinez, GA | Nov 2013 - Apr 2016 | 2 |
| Leading Edge Real Estate | Evans, GA | Dec 2014 - Jan 2016 | 1 |
| Business Capital Planners | Augusta, GA | Sep 2013 - Dec 2015 | 2 |
| Vip Realty Services | Martinez, GA | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- GA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$111,210
- 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
- Selection of other advisers (including private fund managers)
GA
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