Dewayne Gerber, financial advisor Lake Jackson TX

Dewayne Gerber

CRD Number: 5387214
Current Firm: Lpl Financial LLC

Dewayne Gerber (CRD# 5387214) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Jackson, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lake Jackson, TX Aug 2018 - Current 5
Pfs Investments Inc. Lake Jackson, TX Aug 2007 - Aug 2018 11
Primerica Financial Services Lake Jackson, TX Jan 2007 - Aug 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Dewayne C. Gerber
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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