Gertrude Piper, financial advisor Saint Francisville LA
93 score

Gertrude Piper

CRD Number: 4566557
Current Firm: Advisory Services Network

Gertrude Piper (CRD# 4566557) is an Investment Advisor Representative working at Advisory Services Network in Saint Francisville, LA and has over 15 years of experience in the finance industry. Gertrude Piper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA Mar 2016 - Current < 1
Proequities, Inc. St. Francisville, LA May 2015 - Mar 2016 < 1
Raymond James Financial Services Baton Rouge, LA Apr 2012 - May 2015 3
Merrill Lynch Baton Rouge, LA Oct 2008 - Apr 2012 3
Investors Asset Management, Inc. Plano, TX Jan 2001 - Oct 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Gertrude M. Piper
Phone Number: 770.352.0449
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    3,805
    ACCOUNTS
  • Average Account Value
    $192,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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