Geraldine WardleCRD 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 34 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Primerica Financial Services||Pottstown, PA||Feb 1991 - Current||30|
|Pfs Investments Inc.||Pottstown, PA||Jan 1987 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management5,090MILLIONS
Total Number of Accounts39,842ACCOUNTS
Average Account Value$127,761
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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