Mark Gerard (CRD# 2921913) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockford, IL and has over 26 years of experience in the finance industry.
CRD# 2168057
Harbour Investments, Inc.
CRD# 2156432
Avantax Advisory Services
CRD# 2916929
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Rockford, IL | Aug 2013 - Current | 10 |
| Amtec Registrar | Fontana, WI | Sep 2004 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- IL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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