Gerald
Verdi
Allstate Financial Advisors, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstate Financial Advisors, LLC Brokerage Details
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
Gerald Verdi Work History
Gerald has been registered as a financial advisor for 2 years.*
Southwest Business Corp
Allstate Insurance Company
Ferguson Enterprises
Kelly Services
Amazon
Aerotek
Ferguson
Aerotek
Confidence Wealth Management
Confidence Wealth Management
Empower Retirement
Transamerica Retirement Services
Transamerica Investors Securities Corporation
Transamerica Retirement
Kestra Investment Services, LLC
Fm Financial
Ameriprise Financial Services Inc
Ameriprise Financial Services Inc
Lpl Financial
Variable Investment Advisors
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
St Johns, FL
Mims, FL
Chico, CA
Hilton Head Island, SC
Sugar Land, TX
Lincoln, NE
San Francisco, CA
Saint George, UT
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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