Gerald Kane (CRD# 2818092) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Meridian, ID and has over 27 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wfg Direct | Blackfoot, ID | Aug 2021 - Current | 2 |
| Student Optimum Services | Glendale, CA | Aug 2020 - Current | 3 |
| Blue Shield Of California | Chico, CA | Feb 2020 - Current | 4 |
| Intervivos, Pllc | Encino, CA | Jan 2020 - Current | 4 |
| Transamerica Financial Advisors | Meridian, ID | Oct 2019 - Current | 4 |
| Virtuity Financial Partners | San Diego, CA | Oct 2019 - Current | 4 |
| Wfgia | Meridian, ID | Jun 2019 - Current | 4 |
| Law Offices Of Gerald L. Kane | Encino, CA | Jan 1994 - Current | 30 |
| Debtmerica | Santa Ana, CA | Jul 2020 - Mar 2022 | 1 |
| Enlighten Finance LLC | Encino, CA | May 2018 - Sep 2019 | 1 |
| Southern California National Academy Of Elder Law Attorney Board | Vienna, VA | Mar 2019 - Apr 2019 | < 1 |
| Cssc Brokerage Services, Inc. | Encino, CA | Feb 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
- ID
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.