Gerald Rose
Gerald Rose is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Altoona, PA, with 35 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Altoona, PA
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Regulatory History (1)
Criminal
February 1978Other Business ActivitiesSells Insurance
Gerald is a financial advisor and sells life insurance, disability insurance, and fixed/variable annuities. He also serves on the finance council for St. Theresa Church and is president of Westwood Water Company, spending minimal time on the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
M&t Securities, INC.Broker
Financial Network Investment CorporationBroker
T.H.E. Financial Group, LTDBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Laughlin Group Advisors, INC.Broker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations2 states
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.