AG
CFP
AG
CFP
Alvin Gebhart
44 Years of Experience
Fallbrook, CA
4 DisclosuresSells Insurance
Alvin Gebhart is a CFP-designated registered investment advisor at Gebhart & Associates, INC, based in Fallbrook, CA, with 44 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
- Comprehensive financial plan — $1,000 to $3,000, depending on complexity and scope.
- Modular financial planning/general consulting — $150 per hour, negotiable depending on scope and complexity.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$150/hr
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Location
301 N. Vine Street, Fallbrook, CA, 92028
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
May 2005Employment Separation After Allegations
February 2004Regulatory
December 2002Final
Customer Dispute
October 2000Settled
Other Business ActivitiesSells Insurance
Alvin is an insurance agent since 1980, offering life, accident, health, property and casualty, and fixed annuities. This activity takes about 10% of his time.
Employment History
Current Registrations
Gebhart & Associates, INC
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Afa Financial Group, LLCBroker
April 2004 - June 2005 · 1 yr 2 mos
Sentra Securities CORP
August 2000 - February 2004 · 3 yrs 6 mos
Sentra Securities CorporationBroker
August 2000 - February 2004 · 3 yrs 6 mos
Mutual Service CorporationBroker
January 1996 - August 2000 · 4 yrs 7 mos
Mony Securities CORP.Broker
March 1994 - January 1996 · 1 yr 10 mos
The Prudential Insurance Company of AmericaBroker
May 1983 - December 1993 · 10 yrs 7 mos
Pruco Securities CorporationBroker
February 1982 - February 1994 · 12 yrs
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.