Brent Gerhardt (CRD# 5644714) is an Investment Advisor Representative working at Lpl Financial LLC in Port Orange, FL and has over 15 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 4822125
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Port Orange, FL | Mar 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Edgewater, FL | Oct 2017 - Mar 2022 | 4 |
| Wells Fargo Clearing Services, LLC | Orlando, FL | Oct 2017 - Oct 2017 | < 1 |
| J.p. Morgan Securities LLC | Port Orange, FL | Oct 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
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