Luke Gerald, financial advisor Westmont IL

Luke Gerald

CRD Number: 6167858
Current Firm: Fifth Third Securities, Inc.

Luke Gerald (CRD# 6167858) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Westmont, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Westmont, IL Sep 2019 - Current 2
Fifth Third Bank Westmont, IL Sep 2019 - Current 2
Unemployed Brookfield, IL Mar 2019 - Sep 2019 < 1
Nylife Securities LLC Schaumburg, IL Jul 2018 - Mar 2019 < 1
New York Life Insurance Company Schaumburg, IL Apr 2018 - Mar 2019 < 1
Illinois State Univeristy Normal, IL Jun 2014 - May 2018 3
Byline Bank Chicago, IL Jun 2017 - Aug 2017 < 1
Wier Private Practice Oak Park, IL Jun 2016 - Aug 2016 < 1
Nazareth Academy La Grange Park, IL Sep 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Luke Gerald
Phone Number: 888-889-1025
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,885
    MILLIONS
  • Total Number of Accounts
    7,984
    ACCOUNTS
  • Average Account Value
    $236,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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