Gerald Desimone (CRD# 2311669) is an Investment Advisor Representative working at Bcn Financial, Inc. in Modesto, CA and has over 30 years of experience in the finance industry.
CRD# 4769925
Lpl Financial LLC
CRD# 1071122
K.l. Baird Asset Management
CRD# 6470917
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Ornage, CA | Feb 2017 - Current | 7 |
| Bcn Financial, Inc. | Alameda, CA | Aug 1992 - Current | 31 |
| Desimone Insurance | San Leandro, CA | Jul 1991 - Current | 32 |
| Quest Securities, Inc. | Alameda, CA | Oct 1993 - Feb 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 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- CA
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Total Assets Under Management81MILLIONS
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Total Number of Accounts462ACCOUNTS
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Average Account Value$176,345
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Market timing services
CA, TX
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