Gerard Francis Hallaren
Professional Summary
Gerard Francis Hallaren, who also goes by G Francis Hallaren, is a registered financial advisor currently at PERIMETER INVESTMENTS located in Littleton, Colorado. Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gerard has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 87, Series 7, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
G Francis Hallaren
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
HALLAREN, GERARD F. | PERIMETER INVESTMENTS LIMITED, LLC | PERIMETER INVESTMENTS
Contact Information
Main Address
Littleton, COPhone Number
(303) 347-2884# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$5,800,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/11/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2010About the Series 87 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2013About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gerard Francis Hallaren's CRS (Customer Relationship Summary).
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