Gerald Kleber is a registered investment advisor, based in Brea, CA, with 25 years of industry experience.
Location
3 Pointe Drive, Suite 301, Brea, CA, 92821
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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 owns Summit Financial and Insurance Services, an insurance brokerage, and dedicates about a quarter of his time to life, health, and disability insurance sales and service. He is also an IAR with The Ameriflex Group, spending about half his time in this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Linsco/private Ledger CORP.Broker
PFS Investments INC.Broker
State Registrations31 states
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