Gerhardt G. Hartman
Professional summary
Gerhardt Gene Hartman, who also goes by Gary Gene Hartman, is a registered financial advisor currently at SA FINANCIAL SOLUTIONS, LLC located in San Antonio, Texas.
Gerhardt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gerhardt has worked at 3 firms and has passed the Series 63, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerhardt Gene Hartman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2011 - Present
SA FINANCIAL SOLUTIONS, LLC
Office #1: 14100 San Pedro Avenue Suite 418, San Antonio, TX 78232March 12, 1992 - April 24, 2003
OSAIC FS, INC.
March 11, 1992 - April 24, 2003
OSAIC FS, INC.
August 20, 1986 - November 26, 1990
G. R. PHELPS & 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
(10/11/2011)
Exams
Series 62
Date: 9/16/1994
Corporate Securities Limited Representative ExaminationCurrent Firm
SA FINANCIAL SOLUTIONS, LLC
CRD#: 157790 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 18,600,000 |
Red Flags
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