Gerald McCreadyCRD Number: 1132808
Current Firm: Raymond James Financial Services Advisors, Inc.
Gerald McCready (CRD# 1132808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reading, PA and has over 34 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Specific Solutions||West Lawn, PA||Feb 2016 - Current||1|
|Fulton Financial Corporation||West Lawn, PA||Dec 2012 - Current||4|
|Raymond James Financial Services||Reading, PA||Dec 2012 - Current||4|
|Raymond James Financial Services Advisors Inc.||Reading, PA||Dec 2012 - Current||4|
|Fulton Financial Advisors||West Lawn, PA||Dec 2012 - Current||4|
|Primevest Financial Services, Inc.||St. Cloud, MN||Jan 2007 - Dec 2012||5|
|National Penn Bank||Wyomissing, PA||Jan 2007 - Dec 2012||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wyomissing, PA||Oct 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV