![James Gingerich, financial advisor Merrillville IN](/img/ws/profile-blank-sq.png)
James Gingerich (CRD# 708003) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 44 years of experience in the finance industry.
![Maria Abney, financial advisor Merrillville IN](/img/ws/profile-blank-sq.png)
CRD# 4320235
Edward Jones
![Aaron Adcock, financial advisor Merrillville IN](/img/ws/profile-blank-sq.png)
CRD# 4849315
Captrust
![Eudora Adolph, financial advisor Merrillville IN](/img/ws/profile-blank-sq.png)
CRD# 5046093
Avertrust Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, Na | Merrillville, IN | Dec 2009 - Current | 14 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merrillville, IN | Jan 1980 - Current | 44 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1980 |
S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
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- IN
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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