Roberta Gerads
Roberta Gerads is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elk River, MN, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
19157 Freeport Street Nw, Elk River, MN, 55330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roberta is a registered principal at First Bank Elk River since 2013. This investment-related activity takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations23 states
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