Deanna Gephart, financial advisor Montoursville PA
96 score

Deanna Gephart

CRD Number: 1231812
Current Firm: Private Advisor Group, LLC

Deanna Gephart (CRD# 1231812) is an Investment Advisor Representative working at Private Advisor Group, LLC in Montoursville, PA and has over 23 years of experience in the finance industry. Deanna Gephart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Montoursville, PA Oct 2014 - Current 2
Private Advisor Group, LLC Morristown, PA Oct 2014 - Current 2
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Mar 2011 - Oct 2014 3
Hudock Moyer Wealth Resources, LLC Williamsport, PA Oct 2009 - Oct 2014 5
Wells Fargo Advisors Financial Network, LLC Williamsport, PA Apr 2006 - Mar 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Deanna L. Gephart
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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