Gerald Harshberger
Gerald Harshberger is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2998 Douglas Blvd., Suite 320, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Criminal
April 1990Other Business ActivitiesSells Insurance
Gerald is an independent insurance agent selling fixed insurance products, dedicating about half his time to this activity. He also operates under the DBAs Safe Harbor Pension & Wealth and Placer Wealth Management for his LPL business, and formed an S-Corp for tax purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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.