Gerald
Barone
Avantax Advisory Services
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About this Advisor
Gerald Barone is a financial advisor based in Bellevue, Kentucky, working with Avantax Advisory Services. Gerald has previously held positions at Avantax Advisory Services and Avantax Investment Services, Inc. Gerald has passed the Series 63 regulatory exam and is registered to provide services in Kentucky. Currently, Gerald is part of Avantax Advisory Services, which operates out of Bellevue, Kentucky. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gerald Barone Work History
Avantax Advisory Services
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Gerald Barone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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