Gerald Geddes
Gerald Geddes is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 29 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is an insurance agent selling fixed insurance products since August 2023, dedicating minimal time. He is also a CPA and President of Geddes & Company, P.C. since 1991, spending about 10-20% of his time on tax preparation and planning, and a financial advisor for Kinnect Advisors since September 2023, spending about 10-20% of his time. Gerald also owns an office condo through Less Taxing Properties LLC, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Hochman & Baker Securities, INC.Broker
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
State Registrations4 states
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