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Gerald Peden

25 Years of Experience
Georgetown, DE
BrokerSells Insurance

Gerald Peden is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Georgetown, DE, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

21035 Dupont Blvd, Georgetown, DE, 19947

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gerald works as a financial advisor at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each. He also works as an agent for Specific Solutions selling life insurance, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
August 2008 - January 2009 · 5 mos
Primevest Financial Services, INC.
May 2008 - June 2008 · 1 mo
Primevest Financial Services, INC.Broker
March 2002 - June 2008 · 6 yrs 3 mos
Dreyfus Investment Services Company, LLCBroker
July 2000 - March 2002 · 1 yr 8 mos
State Registrations15 states
CADCDEFLGAINMDMTNJNYOHOKPASCVA
AdvisorBrokerBoth

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 Peden - Financial Advisor | TrueAdvisor