Gerald Michael Materne
Gerald Michael Materne (CRD# 154298) is a financial advisory firm headquartered in , . They manage $17,843,250 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$189,822
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Gerald Michael Materne in Niceville, FL and has 1 year of experience in the finance industry. Gerald Materne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.