Lon Gerber, financial advisor Scottsdale AZ
93 score

Lon Gerber

CRD Number: 5337174
Current Firm: Tower Square Investment Management LLC

Lon Gerber (CRD# 5337174) is an Investment Advisor Representative working at Tower Square Investment Management LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tower Square Investment Management LLC El Segundo, CA Jun 2015 - Current 1
First Allied Asset Management Scottsdale, AZ Oct 2010 - Current 6
Cetera Investment Management LLC Scottsdale, AZ Jun 2015 - Jun 2015 < 1
Greenbook Investment Management, Inc. Scottsdale, AZ Apr 2007 - Oct 2010 3
Thomson Financial Scottsdale, AZ Nov 1996 - Apr 2007 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Lon J. Gerber
Phone Number: 866-489-3100
Firm Website: http://towersquare.com/
Registered State(s):
  • AZ
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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

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