Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Theodore Gerfers is a registered investment advisor representative with Dimensional Fund Advisors LP, based in Austin, TX. Joseph has been in the financial services industry since April 2008. Joseph previously worked at NFP ADVISOR SERVICES, LLC. Joseph holds FINRA Series 7, 24 and 66 licenses. Joseph also has a background in real estate, and is a co-owner of Madre Capital Group LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/01/2017 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
02/29/2008 - 01/15/2016
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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