Gerald Wilson
Gerald Wilson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 50 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1951 Kealakai Street, Honolulu, HI, 96817
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Regulatory History
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 ActivitiesSells Insurance
Gerald is the President of Hawaii Financial Store, Inc., marketing and selling insurance products, and spends a few hours per week on this. He also wholesales life insurance products to other agents through 3 Mark Financial, dedicating about 10-20% of his time. Gerald is also an advisory board member for the National Christian Foundation Hawaii, spending minimal time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Chubb Securities CorporationBroker
American General Capital Planning, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.
Exams
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