Gerald DietzCRD Number: 4032865
Current Firm: Cape Investment Advisory, Inc.
Gerald Dietz (CRD# 4032865) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 20 years of experience in the finance industry.
Zwj Investment Counsel Inc.
Invesco Advisers, Inc.
|Cape Securities, Inc.||Mcdonough, GA||Jan 2018 - Current||4|
|Richland College||Dallas, TX||Apr 2017 - Current||5|
|Wbb Securities, LLC||San Diego, CA||Nov 2016 - Dec 2017||1|
|Keystone Capital Corporation||San Diego, CA||Jul 2014 - Oct 2016||2|
|Itt Technical Institute||Richardson, TX||Mar 2014 - Sep 2016||2|
|Girard Securities, Inc.||San Diego, CA||Feb 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management284MILLIONS
Total Number of Accounts913ACCOUNTS
Average Account Value$310,779
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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