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Randall Thomas Gerber

Gerber, LLC

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About Randall Thomas Gerber

Randall Gerber is a financial advisor with over 30 years of experience in the industry. Randall is registered with Gerber, LLC, an independent financial advisory firm, as an Investment Advisor Representative. Randall is a licensed securities principal holding both Series 24 and Series 51 licenses and has a total of 7 licenses including Series 6, Series 7, Series 31 and the SIE Exam. In addition to his work at Gerber, LLC, Randall is also a Principal at Gerber Emerging Entrepreneur, LLC, where he provides business consulting services to entrepreneurs. Randall specializes in working with high-net-worth individuals and corporations. Randall is a dedicated financial professional who is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Randall Gerber is currently registered with Gerber, LLC. Gerber, LLC is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has a total of 921 accounts with approximately $502,825,887 in assets under management. They serve a variety of clients including corporations, individuals, and high-net-worth individuals.
Gerber, LLC

580 N FOURTH STREET

COLUMBUS, OH 43215

$502.83M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randall Gerber’s Registration & Firm History

OH

07/07/2010 - Present

Gerber, LLC (WORTHINGTON OH)

OH

01/08/1999 - 10/19/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)

IN

02/11/1991 - 02/03/1999

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

02/11/1991 - 02/03/1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 04/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/08/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/31/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/08/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Thomas Gerber.
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