Kari Gervais
Kari Gervais is a registered investment advisor at Cetera Investment Advisers LLC, based in Fife, WA, with 17 years of industry experience. Kari 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
4706 C 20th St E, Fife, WA, 98424
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Kari is a partner/CPA at FLS Accounting, a member of FLS Financial Group LLC and FLS Insurance Group LLC, and a managing member of 5501 LLC, FLS Holding Group LLC, and Gervais Family Investment LLC. Kari also sells life, disability, fixed annuities, and long-term care insurance, and manages residential rental property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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