Lon Gerber, financial advisor Scottsdale AZ
93 score

Lon Gerber

CRD Number: 5337174
Current Firm: Columbus Macro, LLC

Lon Gerber (CRD# 5337174) is an Investment Advisor Representative working at Columbus Macro, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Columbus Macro, LLC Scottsdale, AZ Apr 2017 - Current 1
Tower Square Investment Management LLC El Segundo, CA Jun 2015 - Mar 2017 1
First Allied Asset Management Scottsdale, AZ Oct 2010 - Nov 2015 5
Greenbook Investment Management, Inc. Scottsdale, AZ Apr 2007 - Oct 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Lon J. Gerber
Phone Number: (480)-275-4421
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    560
    MILLIONS
  • Total Number of Accounts
    3,603
    ACCOUNTS
  • Average Account Value
    $155,301
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, FL, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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