Gerhardi Underhay

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Raymond James Financial Services
  Bunnell, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Bunnell, FL
• 11/2003 → Present
  Flagler County Investment Services,
  Bunnell, FL

Other Businesses

(1)Name of Business: Flagler County Investment Services, Inc. Address: 4601 E Moody Blvd Unit G5, Bunnell, FL, 32110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S- Corp (2)Name of Business: Hardys Horse Haven, Llc. Address: 379 CR 75, Bunnell, FL 32110, Bunnell, FL, 32110, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and maintain the property.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-13