Charles Dale Gersbeck

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Jacksonville, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL

Other Businesses

LIGHTHOUSE POINT TOWNHOMES HOMEOWNERS ASSOCIATION; NOT INV. RELATED; JACKSONVILL, FL; BOARD MEMBER; START DATE 2/10/2024; 4 HOURS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, MAKE SURE PEOPLE OF THE COMMUNITY ARE SAFE AND COMMON GROUNDS ARE MAINTAINED AND PERSERVED, HELP WITH LANDSCAPINT AND SERVING ON POOL COMMITTEE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-04
• S63 Uniform Securities Agent State Law Examination
  1997-03-20

Other Names

• Chuck Gersbeck