EG
CFP
EG
CFP

Evan Whittier Gerald

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
278 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$3.2B

Fee Structure

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Location

1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM, 87104

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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.

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Other Business ActivitiesSells Insurance

Evan has been an independent insurance agent since 2017, offering fixed and variable life insurance and disability products. This activity takes about 10-20% of Evan's time.

Employment History
Current Registrations
Ulrich Investment Consultants
December 2016 - Present · 9 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.