Geraldine Wardle, financial advisor Pottstown PA

Geraldine Wardle

CRD Number: 1629653
Current Firm: Primerica Advisors

Geraldine Wardle (CRD# 1629653) is an Investment Advisor Representative working at Primerica Advisors in Pottstown, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Pottstown, PA Feb 1991 - Current 33
Pfs Investments Inc. Pottstown, PA Jan 1987 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Geraldine E. Wardle
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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