Gerard ViarsCRD Number: 1090637
Current Firm: Lincoln Financial Advisors Corporation
Gerard Viars (CRD# 1090637) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Wilmington, DE and has over 25 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Lincoln Financial Advisors Corporation||Lutherville, MD||Aug 1986 - Current||31|
|Union Central Life Ins. Company||Cincinnati, OH||May 1986 - Current||31|
|Collender Griffith Change Assoc. Inc.||Wilmington, DE||Apr 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
Total Assets Under Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY