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||3|
|Old Hickory Area Chamber Of Commerce||Old Hickory, TN||Jan 2014 - Current||3|
|Hampton Park Homeowners Association||Hermitage, TN||Feb 2012 - Current||5|
|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
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