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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Valentine Krach is an investment advisor representative with Waverly Advisors, LLC, a Registered Investment Advisor firm based in Birmingham, AL. Gerald is also affiliated with Buckingham Capital Management, Inc., based in Dayton, OH. Gerald has been in the financial services industry since 1994, holding various roles at various companies. Gerald has specialized in various aspects of financial services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Gerald is registered with the State of Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
11/08/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
OH
04/21/2009 - 11/08/2012
CAPITAL INVESTMENT GROUP, INC. (DAYTON OH)
OH
04/19/2002 - 04/23/2009
NRP FINANCIAL, INC. (DAYTON OH)
GA
01/01/1996 - 04/23/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/25/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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