How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Gerald

ADVISOR PROFILE

Services Offered
Trading individual securities
Trust & estate planning
Financial planning
Insurance
Philanthropic services
Retirement planning
My Ideal Client
Retail
High Net Worth

1. 02/14/2018 - JLM Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 4/19/2018 - Partners Advantage Insurance Services, LLC - Investment Related - 4204 River Walk Parkway, Suite 300, Riverside, CA 92505 - Non-Variable Insurance - Agent - Started 04/17/2018 - 1 Hour Per Month During Securities Trading. 3. 06/27/2019 - Trust Financial Services LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 06/14/2019 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 09/19/2022 - ICG Next LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/17/2022 - 120 Hours Per Month/6 Hours During Securities Trading

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Gerald Jay Lamalfa

Experience: 38 years / 9 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved