Gerald WhyteCRD Number: 1330046
Current Firm: Crown Capital Securities, LP
Gerald Whyte (CRD# 1330046) is an Investment Advisor Representative working at Crown Capital Securities, LP in Rancho Cucamonga, CA and has over 31 years of experience in the finance industry.
Eclectic Associates, Inc.
Commonwealth Financial Network
|Crown Capital Securities, LP||Orange, CA||Jun 2013 - Current||3|
|Lpl Financial Corporation||Diamond Bar, CA||Sep 2009 - May 2013||3|
|Mutual Service Corporation||West Palm Bech, FL||Mar 1999 - Sep 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Total Assets Under Management562MILLIONS
Total Number of Accounts2,871ACCOUNTS
Average Account Value$195,816
- 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
AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI
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