Brent Gerhardt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2012 → 10/2017
  J.P. Morgan Securities Llc
  Port Orange, FL
• 10/2017 → 10/2017
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 10/2017 → 03/2022
  Wells Fargo Clearing Services, Llc
  Edgewater, FL
• 03/2022 → Present
  Lpl Financial Llc
  Port Orange, FL

Previous Registrations

• 2017-10-25 → 2022-03-21
  Wells Fargo Clearing Services, Llc
  Edgewater, FL
  Orlando, FL
  New Smyrna Beach, FL
  Daytona Beach, FL
  Port Orange, FL
  South Daytona, FL
  Daytona Beach, FL
  Ormond Beach, FL
  Orange City, FL
  South Daytona, FL
  Daytona Beach, FL
  Edgewater, FL
• 2012-10-01 → 2017-10-25
  J.P. Morgan Securities Llc
  Port Orange, FL
  Ormond Beach, FL
  Sanford, FL
  Sanford, FL
  Orange City, FL
  Deland, FL
  Sanford, FL
  Sanford, FL
  Orange City, FL
  Sanford, FL
  New Smyrna Beach, FL
  New Smyrna Beach, FL
• 2011-11-21 → 2012-10-01
  Chase Investment Services Corp.
  Sanford, FL
  Lake Mary, FL
  Deland, FL
  Orange City, FL
  Sanford, FL
  Ormond Beach, FL
  Port Orange, FL
• 2009-05-13 → 2011-01-28
  Edward Jones
  St Louis, MO
  Daytona Beach, FL
  Daytona Beach, FL
  Daytona Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-04-25