Gehad Youssef (CRD# 1945632) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Maumee, OH and has over 30 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackridge Asset Management, LLC | Jupiter, FL | Sep 2019 - Current | 4 |
| Peak Brokerage Services, LLC | Jupiter, FL | Sep 2015 - Current | 8 |
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Sep 2015 - Sep 2019 | 4 |
| Next Financial Group, Inc. | Sylvania, OH | Mar 2002 - Aug 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management187MILLIONS
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Total Number of Accounts853ACCOUNTS
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Average Account Value$218,708
- A percentage of assets under your management
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