Thomas Gerson (CRD# 5695323) is an Investment Advisor Representative working at Blair Hall Advisors, LLC in Seattle, WA and has over 14 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blair Hall Advisors, LLC | Seattle, WA | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- CA
- NJ
- NY
- TX
- WA
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$2,335,020
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NJ, NY, TX, WA
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