Gerald MoneypennyCRD Number: 4544770
Current Firm: Foothill Securities, Inc.
Gerald Moneypenny (CRD# 4544770) is an Investment Advisor Representative working at Foothill Securities, Inc. in Palo Alto, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Moneypenny Wealth Management||Palo Alto, CA||Mar 2014 - Current||2|
|Insurance Sales||Palo Alto, CA||May 2013 - Current||3|
|Foothill Securities, Inc.||Mountain View, CA||Nov 2007 - Current||9|
|Lincoln Financial Advisors||San Ramon, CA||Aug 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- A percentage of assets under your management
- Hourly charges
- 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
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI