Edward
Gerber
Market Guard
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About this Advisor
Edward Gerber is a financial advisor working in Englewood, Colorado with a total of 2 years of relevant experience. Gerber is currently employed by Market Guard. Throughout their career, they have worked at Transamerica Capital, Inc, Del Mar Group/Royal Alliance, Royal Alliance Associates and Stephen A. Kohn & Associates, LTD. Gerber maintains Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Market Guard is a financial advisory firm that has its headquarters in Englewood, CO. The firm has offices in eight locations and a total of 11 financial advisors. It administers $297 million in assets under management across its 1,753 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 1,753 client accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Market Guard most likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Market Guard Brokerage Details
$296,828,853
11
1,753
$169,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Edward Gerber Work History
Edward has been registered as a financial advisor for 2 years.*
Stephen A. Kohn & Associates, LTD
Del Mar Group/Royal Alliance
Royal Alliance Associates
Transamerica Capital, Inc
*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 Edward Gerber 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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