Gerald Lopatin (CRD# 6087798) is an Investment Advisor Representative working at Oakhurst Financial in Los Altos, CA and has over 12 years of experience in the finance industry. Gerald Lopatin 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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakhurst Financial | Los Altos, CA | Jun 2012 - Current | 11 |
| Kln Financial Group | San Jose, CA | Feb 2013 - Apr 2015 | 2 |
| Self-employed | Los Altos, CA | Jul 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$4,668,929
- 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
CA
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