Donald Gervais (CRD# 2870806) is an Investment Advisor Representative working at Gervais Capital Management, LLC in Wilson, WY and has over 23 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gervais Capital Management, LLC | Teton Village, WY | Oct 2018 - Current | 5 |
| Allianz Global Investors U.s. LLC | New York, NY | Apr 2013 - Current | 11 |
| Allianz Global Investors Distributors LLC | New York, NY | Feb 2013 - Current | 11 |
| Unemployed | Teton Village, WY | Aug 2018 - Nov 2018 | < 1 |
| Allianz Global Investors | San Francisco, CA | Feb 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
- FL
- TX
- WY
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$3,136,503
- 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
- Pension consulting services
FL, TX, WY
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