Douglas Gerrard (CRD# 1145240) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Miami Beach, FL and has over 13 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gerrard Advisors LLC | Miami Beach, FL | Jan 2023 - Current | 1 |
| The Leaders Group, Inc. | Littleton, CA | Dec 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Ft Lauderdale, FL | Jun 2018 - Dec 2018 | < 1 |
| Provenance Wealth Advisors | Miami, FL | Nov 2017 - Dec 2018 | 1 |
| Raymond James Financial Services, Inc. | Miami, FL | Oct 2017 - Dec 2018 | 1 |
| Provenance Wealth Advisors | Fort Lauderdale, FL | Oct 2017 - Dec 2018 | 1 |
| Nfp Insurance Solutions | Chicago, IL | Jun 2015 - Oct 2017 | 2 |
| Rii Trading, LLC | Northfield, IL | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- FL
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- 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 pooled investment vehicles (other than investment companies)
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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