Gerard TraskCRD Number: 6238949
Current Firm: Archer Investment Corporation
Gerard Trask (CRD# 6238949) is an Investment Advisor Representative working at Archer Investment Corporation in Saint Petersburg, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Archer Investment Corporation||Indianapolis, IN||Aug 2013 - Current||4|
|D&d Missionary Homes, Inc.||St Petersburg, FL||Nov 2008 - Current||9|
|Fl Fab Tech, Inc.||Largo, FL||Apr 2004 - Apr 2010||6|
|North Florida Baptist Church||Tallahassee, FL||Aug 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management278MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$347,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA