William GerberCRD Number: 3069088
Current Firm: Gwn Securities Inc.
William Gerber (CRD# 3069088) is an Investment Advisor Representative working at Gwn Securities Inc. in Rocky River, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Jan 2008 - Current||10|
|Reserve Financial||Rocky River, OH||Jul 1985 - Current||32|
Total Assets Under Management1,532MILLIONS
Total Number of Accounts17,725ACCOUNTS
Average Account Value$86,451
- 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
- Selection of other advisers (including private fund managers)
- Market timing services