Gerald
Verdi

Allstate Financial Advisors, LLC

CRD#1682003
Investment Advisor
in La Verne, CA

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About this Advisor

Gerald Verdi is a financial advisor operating in La Verne, California with a total of 2 years of industry experience. Verdi is an advisor for Allstate Financial Advisors, LLC. Over the course of their career, Verdi has held roles at Variable Investment Advisors, Lpl Financial, Ameriprise Financial Services Inc, Kestra Investment Services, LLC, Transamerica Retirement Services, Transamerica Investors Securities Corporation, Empower Retirement, Ameriprise, Fm Financial, Transamerica Retirement, Confidence Wealth Management, Allstate Insurance Company, Amazon, Aerotek, Ferguson, Ferguson Enterprises, Kelly Services and Southwest Business Corp. Verdi maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Allstate Financial Advisors, LLC is a registered investment firm based out of Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 advisors. It handles $29 million in total assets between its 139 customer accounts, making it one of the smaller firms in the nation by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Financial management fee schedules largely are based on which service is offered. However, fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2110 Foothill Blvd
La Verne, CA 91750

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

CA Average: $1,978,216,465
Total Number of Employees

335

CA Average: 226
Total Number of Accounts

139

CA Average: 7,467
Average Account Size

$205,173

CA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Gerald Verdi Work History

Gerald has been registered as a financial advisor for 2 years.*

2023 - Present (1 year)

Southwest Business Corp

2020 - Present (4 years)

Allstate Insurance Company

2022 - 2022 (< 1 year)

Ferguson Enterprises

2022 - 2023 (1 year)

Kelly Services

2021 - 2021 (< 1 year)

Amazon

2021 - 2021 (< 1 year)

Aerotek

2021 - 2021 (< 1 year)

Ferguson

2021 - 2021 (< 1 year)

Aerotek

2020 - 2020 (< 1 year)

Confidence Wealth Management

2020 - 2020 (< 1 year)

Confidence Wealth Management

2019 - 2020 (1 year)

Empower Retirement

2018 - 2019 (1 year)

Transamerica Retirement Services

2018 - 2019 (1 year)

Transamerica Investors Securities Corporation

2018 - 2019 (1 year)

Transamerica Retirement

2016 - 2017 (1 year)

Kestra Investment Services, LLC

2016 - 2017 (1 year)

Fm Financial

2015 - 2015 (< 1 year)

Ameriprise Financial Services Inc

2015 - 2016 (1 year)

Ameriprise Financial Services Inc

2014 - 2014 (< 1 year)

Lpl Financial

2013 - 2015 (2 years)

Variable Investment Advisors

2013 - 2016 (3 years)

Ameriprise

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gerald Verdi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Lester Norwood
Newport News, VA
John Mcgilchrist
Marietta, GA
Jamaal Moore
Sugar Land, TX
Shannon Wiatrek
Lincoln, NE
Marty Martinez
Las Vegas, NV
Joseph Volpi
Nashville, TN
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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