Lon Gerber (CRD# 5337174) is an Investment Advisor Representative working at Columbus Macro, LLC in Neshannock, PA and has over 16 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbus Macro, LLC | Scottsdale, AZ | Jul 2017 - Current | 6 |
| Tower Square Investment Management LLC | El Segundo, CA | Jun 2015 - Jun 2017 | 2 |
| First Allied Asset Management | Scottsdale, AZ | Oct 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- AZ
- PA
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts832ACCOUNTS
-
Average Account Value$333,285
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, FL, PA, SC
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