Gerald ChildsCRD Number: 2290563
Current Firm: Prudential Financial Planning Services
Gerald Childs (CRD# 2290563) is an Investment Advisor Representative working at Prudential Financial Planning Services in Frankfort, IL and has over 27 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
Capstone Financial Advisors Inc.
|Pruco Securities LLC||Frankfort, IL||Mar 2018 - Current||1|
|The Prudential Insurance Company Of America||Frankfort, IL||Mar 2018 - Current||1|
|Uber||Munster, IN||Aug 2016 - Current||3|
|Allstate Insurance Co||Dyer, IN||May 2016 - Mar 2018||1|
|Oneamerica Securities||Merrillville, IN||Jan 2015 - May 2016||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Dec 2014 - Jan 2015||< 1|
|American United Life||Merrillville, IN||Dec 2014 - Jan 2015||< 1|
|Morgan Stanley Smith Barney||Orland Park, IL||Mar 2012 - Dec 2014||2|
|Valic Financial Advisors||Chicago, IL||Mar 2011 - Mar 2012||1|
|Dmi Medical||Crown Point, IN||Dec 2009 - Mar 2011||1|
|Raymond James Financial Services Advisors, Inc.||Saint Petersburg, FL||Jan 2009 - Dec 2009||< 1|
|Raymond James Financial Services, Inc.||Greensburg, IN||Oct 2008 - Dec 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Sep 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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
- Judgments / Liens
Total Assets Under Management6,545MILLIONS
Total Number of Accounts53,064ACCOUNTS
Average Account Value$123,334
- 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, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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