Gerard F. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Francis Hallaren's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2019 - Present
PERIMETER INVESTMENTS
August 4, 2017 - December 31, 2018
PERIMETER INVESTMENTS
April 26, 2016 - June 2, 2017
BRITEHORN SECURITIES
September 20, 2011 - April 24, 2014
JANCO PARTNERS, INC.
October 25, 2010 - April 4, 2011
AVIAN SECURITIES, LLC
February 26, 2007 - September 11, 2007
JRPG, LLC
October 10, 2006 - November 6, 2009
CBC SECURITIES, INC.
July 10, 2001 - November 28, 2003
GLEACHER & COMPANY SECURITIES, INC.
August 11, 2000 - May 14, 2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED
October 3, 1995 - December 1, 1998
INVESCO DISTRIBUTORS, INC.
January 23, 1992 - March 9, 1994
HANIFEN, IMHOFF INC.
June 5, 1991 - January 2, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 8, 1988 - February 8, 1989
CITIGROUP GLOBAL MARKETS INC.
September 26, 1986 - November 16, 1987
WOOLCOTT & CO., INC.
December 24, 1985 - August 6, 1986
BREAN MURRAY & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2019)
Exams
Series 28
Date: 7/15/2013
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
PERIMETER INVESTMENTS
CRD#: 288905 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 5,202,748 |
Red Flags
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