Loretta GervaisCRD Number: 6080004
Current Firm: Edward Jones
Loretta Gervais (CRD# 6080004) is an Investment Advisor Representative working at Edward Jones in Slayton, MN and has over 4 years of experience in the finance industry.
Sii Investments, Inc.
Thrivent Investment Management Inc.
Invest Financial Corporation
|Edward Jones||St Louis, MO||Jun 2012 - Current||4|
|Murrayland Agency Inc.||Currie, MN||Oct 2004 - Jun 2012||7|
|Currie State Bank||Currie, MN||Oct 2004 - Apr 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV