Gerard BerardiCRD Number: 4465024
Current Firm: Kms Financial Services, Inc.
Gerard Berardi (CRD# 4465024) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Kms Financial Services, Inc.||Seattle, WA||Sep 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management5,174MILLIONS
Total Number of Accounts24,587ACCOUNTS
Average Account Value$210,434
- 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)
- Market timing services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV