Gerald Hendrik (CRD# 5971377) is an Investment Advisor Representative working at Rockwall Wealth Advisors in Rockwall, TX and has over 12 years of experience in the finance industry.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockwall Wealth Advisors, LLC | Heath, TX | Aug 2020 - Current | 3 |
| International Capital Management Corp | Dallas, TX | Jun 2019 - Sep 2020 | 1 |
| Personal Capital | San Fransico, CA | Dec 2017 - Jun 2019 | 1 |
| Scottrade, Inc. | Denton, TX | Nov 2016 - Nov 2017 | 1 |
| Game Changing Benefits LLC | Dallas, TX | Sep 2016 - Nov 2016 | < 1 |
| Td Ameritrade | Fort Worth, TX | Aug 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management15MILLIONS
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Total Number of Accounts64ACCOUNTS
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Average Account Value$231,906
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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