Gene Wardo (CRD# 1738281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Houtzdale, PA and has over 36 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Houtzdale, PA | Jul 2020 - Current | 3 |
Securities America Advisors, Inc. | Houtzdale, PA | Jul 2020 - Current | 3 |
Wardo Financial Services Inc. | Houtzdale, PA | Aug 1997 - Current | 26 |
B&g Trees | Houtzdale, PA | Dec 1992 - Current | 31 |
Investacorp Inc. | Miami, FL | Feb 2018 - Jul 2020 | 2 |
Lpl | Philipsburg, PA | Feb 2018 - Feb 2018 | < 1 |
Invest Financial Corporation | Philipsburg, PA | Dec 2006 - Feb 2018 | 11 |
Pa Dept Corrections | Houtzdale, PA | Aug 1997 - Oct 2017 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1988 |
S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- PA
-
Total Assets Under Management38,164MILLIONS
-
Total Number of Accounts200,228ACCOUNTS
-
Average Account Value$190,602
- 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)
- 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, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.