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Gerald Childs

31 Years of Experience
Columbus, OH
2 DisclosuresBroker

Gerald Childs is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 31 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2022
Pending
Customer Dispute
June 1999
Denied
Other Business Activities

Gerald owns G's Trees, starting in February 2023. He spends about 10-20% of his time on this activity, and it is not investment related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
Nationwide Investment Services CorporationBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
W&s Brokerage Services, INC.
May 2021 - April 2022 · 11 mos
W&s Brokerage Services, INC.Broker
July 2019 - April 2022 · 2 yrs 9 mos
Prudential Financial Planning Services
March 2018 - June 2019 · 1 yr 3 mos
Pruco Securities, LLC.Broker
March 2018 - June 2019 · 1 yr 3 mos
Allstate Financial Advisors, LLC
June 2016 - March 2018 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
May 2016 - March 2018 · 1 yr 10 mos
Oneamerica Securities, INC.
February 2015 - May 2016 · 1 yr 3 mos
Oneamerica Securities, INC.Broker
January 2015 - May 2016 · 1 yr 4 mos
Morgan StanleyBroker
March 2012 - January 2015 · 2 yrs 10 mos
Morgan Stanley
March 2012 - January 2015 · 2 yrs 10 mos
VALIC Financial Advisors, INC.
April 2011 - March 2012 · 11 mos
VALIC Financial Advisors, INC.Broker
April 2011 - March 2012 · 11 mos
Raymond James Financial Services Advisors, INC
January 2009 - January 2010 · 1 yr
Raymond James Financial Services
October 2008 - January 2009 · 3 mos
Raymond James Financial Services, INC.Broker
October 2008 - January 2010 · 1 yr 3 mos
Natcity Investments, INC.
September 2002 - October 2008 · 6 yrs 1 mo
Natcity Investments, INC.Broker
March 2002 - October 2008 · 6 yrs 7 mos
Edward JonesBroker
April 2000 - March 2002 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
December 1992 - May 2000 · 7 yrs 5 mos
State Registrations3 states
COINOH
AdvisorBroker

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.
Gerald Childs - Financial Advisor | TrueAdvisor