David GerkinCRD Number: 5920287
Current Firm: Private Advisor Group, LLC
David Gerkin (CRD# 5920287) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mount Juliet, TN and has over 5 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Lpl Financial, LLC||Mt Juliet, TN||Mar 2016 - Current||< 1|
|Private Advisor Group, LLC||Morristown, NJ||Mar 2016 - Current||< 1|
|Notary Public For The State Of Tennessee||Old Hickory, TN||Jul 2014 - Current||2|
|Brandon Edwards||Nashville, TN||Feb 2014 - Current||2|
|Old Hickory Area Chamber Of Commerce||Old Hickory, TN||Jan 2014 - Current||3|
|Hampton Park Homeowners Association||Hermitage, TN||Feb 2012 - Current||4|
|Waddell & Reed, Inc.||Mount Juliet, TN||May 2011 - Feb 2016||4|
|Various Insurance Carriers For W&r Insurance Agencies||Old Hickory, TN||May 2011 - Feb 2016||4|
|Business Referral Network (brn)||Lawrenceburg, TN||Oct 2012 - Dec 2013||1|
|Old Hickory Area Chamber Of Commerce||Old Hickory, TN||Feb 2012 - Dec 2013||1|
|Unemployed||Old Hickory, TN||Oct 2010 - May 2011||< 1|
|Starbucks Coffee Company||Madison, TN||Sep 2005 - Oct 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.