Kevin GerigCRD Number: 1089928
Current Firm: Valic Financial Advisors, Inc.
Kevin Gerig (CRD# 1089928) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Redding, CA and has over 19 years of experience in the finance industry.
Etzler Financial Advisors, LLC
J.p. Morgan Securities LLC
Valic Financial Advisors, Inc.
|Valic Investment Services Company||San Mateo, CA||May 1998 - Current||19|
|The Variable Annuity Marketing Company||San Mateo, CA||Jan 1983 - Current||34|
|Carrel's Office Machines||Redding, CA||Oct 1979 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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