Kenneth Richard Gula

Current Employers

Employment History

• 01/2008 → Present
  Vision Financial Group
  Allentown, PA
• 11/2008 → Present
  College Aid Of Pa
  Allentown, PA
• 06/2012 → 12/2019
  Bestvest Investments Ltd
  Allentown, PA
• 12/2019 → Present
  Securities America, Inc.
  Emmaus, PA
• 12/2019 → Present
  Securities America Advisors
  Emmaus, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Emmaus, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Emmaus, PA

Previous Registrations

• 2019-12-19 → 2024-06-14
  Securities America Advisors, Inc.
  Emmaus, PA
  Emmaus, PA
• 2014-01-07 → 2019-12-24
  Bestvest Investments, Ltd.
  Emmaus, PA
  Media, PA
  Media, PA
  Emmaus, PA
  Media, PA
• 2005-04-06 → 2007-01-30
  Ifmg Securities, Inc.
  Wyomissing, PA
  Wayne, PA
  Wyomissing, PA
  Wyomissing, PA
  Robesonia, PA
  Wyomissing, PA
• 2004-10-20 → 2005-03-11
  Banc Of America Investment Services, Inc.
  Bethlehem, PA
• 2004-08-23 → 2004-10-20
  Quick & Reilly, Inc.
  Bethlehem, NJ

Other Businesses

1.VISION FINANCIAL AND INSURANCE GROUP -Agency owner -The Vision Financial & Insurance Group Provides life,auto&home insurance Fixed annuities disability insurance & group insurance. INVEST RELATED: Yes #HRS: 80 SEC TRADE HRS: 80 -10/1/08 -191 MAIN ST STE 102, Emmaus PA 18944 -Providing financial planning for clients and solutions in financial&insurance field 2.THE VISION FINANCIAL AND INSURANCE GROUP -Investment Advisor -Securities sales INVEST RELATED: Yes #HRS: 120 SEC TRADE HRS: 120 -11/1/08 -103 Cranberry Cir Ste 202/203, Perkasie PA 18944 -The sale of securities & financial planning. Sale of fixed,variable Life insurance, fixed & variable annuities, P&C&disability insurance 3.PACIFIC LIFE -Insurance Agent -Life Insurance sales. #HRS: 2 SEC TRADE HRS: 8 -1/2/17 -191 MAIN ST STE102 EMMAUS, PA 18049 -OBA involves sales & service of term life & indexed life policies only 4.TRANSAMERICA -Agent -Life Insurance #HRS: 4 SEC TRADE HRS: 1 -9/1/20 -191 MAIN ST STE 102, Emmaus PA 18049 -Offer term or indexed life insurance. 5.G-SQUARED CONSULTING -Owner/Rep-sale & service of fixed life insurance, auto & home, disability insurance INVEST RELATED: Yes #HRS: 20 SEC TRADE HRS: 2 -1/1/20 -191 MAIN ST STE 102, Emmaus PA 18049 -Securities business & variable business ran through Securities America & reflected on my business card 6.AMERICAN NATIONAL LIFE -Agent -American National Life. The sales & service of fixed life insurance & fixed annuities. #HRS: 1 -1/2/12 -191 MAIN ST STE 102, Emmaus PA 18049 -Sales & service of fixed life insurance & fixed annuities 8.LAFAYETTE LIFE -Agent -Life Insurance sales #HRS: 1 SEC TRADE HRS: 1 -2/1/19 -191 MAIN ST STE 102, Emmaus PA 18049 -Sales & service of whole life insurance 9.LINCOLN LIFE -Agent -Sales & service of fixed life insurance. #HRS: 1 SEC TRADE HRS: 1 -10/1/19 -191 MAIN ST STE 102, Emmaus PA 18049 -Sales & service of fixed life insurance 10.PROTECTIVE LIFE -Agent -Protective Life #HRS: 1 SEC TRADE HRS: 1 -1/2/15 -191 MAIN ST STE 102, Emmaus PA 18944 -Sales & service of fixed life insurance 11.SECURITY BENEFIT -Agent -Service only of Fixed index annuities. -2/1/05 -191 MAIN ST STE 102, Emmaus PA 18944 -Service old Fixed indexed polices sold prior to affiliation with Securities America. Contract will be moved to Highland Capital for servicing 12.TRAVELERS INSURANCE -Agent -Sales & service of auto & homeowners insurance. #HRS: 1 SEC TRADE HRS: 1 -1/2/16 -191 MAIN ST STE 102, Emmaus PA 18049 -Sales & service of auto & homeowners insurance 13.AIG. POS:Agent NATURE: Sales and service of Variable annuities. INVESTMENT RELATED: Yes #HRS:5 SECURITIES TRADING HRS:5 START DATE:04/09/2021.ADDY:1538 W. Broad St,Unit B,Quakertown PA 18951.DESCRIP:Sales and service of variable annuities 14.METLIFE.POS:Agent NATURE:Sale&service of life,auto&homeInsurance.INVESTMENT RELATED:No #HRS:1 SECURITIES TRADING HRS:1 START DATE: 11/01/2008 ADDY:1538 W.Broad St,Unit B,Quakertown PA 18951.DESCRIP:Sales and service of life,auto&homeowners insurance 15.BRIGHTHOUSE FINANCIAL.POS:Agent NATURE:Life Insurance. INVESTMENT RELATED: No #HRS:1 SECURITIES TRADING HRS:1 START DATE:11/01/2019.ADDY:1538 W. Broad St,Unit B, Quakertown PA 18951.DESCRIPT:Sales&service term&fixed life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-09
• S63 Uniform Securities Agent State Law Examination
  1994-10-05

Other Names

• Kenneth Richard Gula
• Kenneth Richard Gula
• Kenneth R Gula