Gerald Barone is a CFP, PFS-designated registered investment advisor, based in Bellevue, KY, with 28 years of industry experience.
Location
618 Fairfield Ave, Bellevue, KY, 41073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerald is involved in several business activities, including rental property management since 1990, tax preparation/accounting as a CPA since 1991, real estate as a partner in GNSJA, LLC since 2017, and tax preparation/accounting through Gerry Barone Co., Inc. since 1979, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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