Gerald Haggerty is a registered investment advisor, based in Jim Thorpe, PA, with 20 years of industry experience.
Location
Jim Thorpe, PA
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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 and manages a rental property, dedicating minimal time to it. He also works as an insurance agent selling insurance products, spending a few hours per week on this activity. Gerald also has a tax preparation/accounting business, spending about a quarter of his time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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