Gertrude Piper (CRD# 4566557) is an Investment Advisor Representative working at Advisory Services Network in Saint Francisville, LA and has over 22 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.
CRD# 1974573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5512488
Raymond James & Associates, Inc.
CRD# 5223080
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | Mar 2016 - Current | 8 |
| Proequities, Inc. | St. Francisville, LA | May 2015 - Mar 2016 | < 1 |
| Raymond James Financial Services | Baton Rouge, LA | Apr 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- LA
- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- 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)
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