Gerald GentryCRD Number: 2437189
Current Firm: St. Bernard Financial Services, Inc.
Gerald Gentry (CRD# 2437189) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Round Rock, TX and has over 18 years of experience in the finance industry.
Archer Investment Management
Venturi Wealth Management, LLC
|Gerald L Gentry Dba Senior Resources||Round Rock, TX||Jan 1995 - Current||25|
|Gerald L. Gentry, Dba Jerry Gentry Insurance Agency||Round Rock, TX||Aug 1989 - Current||30|
|Transamerica Financial Advisors, Inc.||Round Rock, TX||Dec 2007 - Dec 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management61MILLIONS
Total Number of Accounts425ACCOUNTS
Average Account Value$144,525
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, MN, MO, NC, NY, OH, OK, RI, TN, TX, VA, WA
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