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.
Michael Brady & Company, LLC
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Jan 2008 - Current||9|
|Reserve Financial||Rocky River, OH||Jul 1985 - Current||31|
|Transamerica Financial Advisors||Los Angeles, CA||Nov 2001 - Dec 2007||6|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- 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
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, VI, VT, WA, WI, WV