GF
GF

Gizem Folk

10 Years of Experience
Harrisburg, PA
Broker

Gizem Folk is a registered investment advisor at Cetera Investment Advisers LLC, based in Harrisburg, PA, with 10 years of industry experience. Gizem 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

101 N Second Street, Harrisburg, PA, 17101

Get directions

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.

Learn about disclosures →
Other Business Activities

Gizem is a relationship advisor for First National Bank, referring clients to appropriate channels within the bank.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2021 - Present · 5 yrs
Cetera Investment Services LLCBroker
September 2021 - Present · 5 yrs
Previous Registrations
Citizens Investment Services
June 2017 - August 2021 · 4 yrs 2 mos
Citizens Securities, INC.Broker
December 2015 - August 2021 · 5 yrs 8 mos
State Registrations1 state
PA
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.
Gizem Folk - Financial Advisor | TrueAdvisor