professional profile
Evan Whittier Gerald, CFP
Overview
Evan Whittier Gerald is an insurance agent and an investment adviser representative based in TX, with 9 years in the industry.
- Years in the industry
- 9
- States licensed
- 5
- States registered
- 1
- Carrier appointments
- 8
Contact
1 business email and 3 phone numbers on file
Registrations and licenses
- Licensed in 5 states
- Registered in 1 state
2 lines of authority, with every state and its dates
Firms
- Ulrich Investment ConsultantsCurrent firm
Employment history since 2016
Carriers
8 active carrier appointments
Book and practice
Firm assets under management on file
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