Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Kohler is a financial advisor at LPL Financial LLC. Gerard has been in the financial industry since 1969. Gerard has experience at several firms, including Associated Securities Corp., Morgan, Olmstead, Kennedy & Gardner Incorporated, and Hornblower & Weeks - Hemphill, Noyes Incorporated. Gerard holds the Series 66, 24, 7TO, SIE, and Series 1 licenses. Gerard is currently registered in California, Colorado, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
LPL Financial LLC (FALLBROOK CA)
CA
08/01/1988 - 09/08/2009
ASSOCIATED SECURITIES CORP. (NEWPORT BEACH CA)
NA
02/15/1972 - 08/02/1988
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
10/27/1969 - 03/14/1972
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
BOTH
Issued 03/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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