Gerald LeffringCRD Number: 5452430
Current Firm: Waddell & Reed
Gerald Leffring (CRD# 5452430) is an Investment Advisor Representative working at Waddell & Reed in Muskegon, MI and has over 8 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Muskegon Community Concert Association||Muskegon, MI||Apr 2010 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies||Muskegon, MI||Jan 2008 - Current||8|
|Waddell & Reed, Inc.||Muskegon, MI||Oct 2007 - Current||9|
|Muskegon Foam||Muskegon, MI||Jan 1983 - Apr 2008||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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