Stephen GierlCRD Number: 1086533
Current Firm: Gierl Augustine Investment Management, Inc.
Stephen Gierl (CRD# 1086533) is an Investment Advisor Representative working at Gierl Augustine Investment Management, Inc. in Sarver, PA and has over 34 years of experience in the finance industry. Stephen Gierl 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.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2007 - Current||10|
|Gierl Augustine Advisory Services, Inc.||Sarver, PA||Feb 2007 - Current||10|
|Gierl Augustine & Associates, LLC||Pittsburgh, PA||Dec 2005 - Current||11|
|Independent Insurance Sales||Sarver, PA||Jan 2005 - Current||12|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2007 - Jul 2007||< 1|
|Raymond James Financial Services, Inc.||Pittsburgh, PA||Aug 1989 - Feb 2007||17|
|Associated Financial Consultants||Pittsburgh, PA||Jan 1989 - Dec 2006||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1990|
Total Assets Under Management221MILLIONS
Total Number of Accounts1,449ACCOUNTS
Average Account Value$152,196
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
FL, NC, NH, OH, PA, TX, VA, VT