Randall Thomas Gerber
CFP®Professional Summary
Randall Thomas Gerber, CFP®, who also goes by Randy Gerber, Randall Gerber, Randy T Gerber, is a registered financial advisor currently at GERBER, LLC located in Worthington, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Columbus, Ohio. Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Randall has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 31,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Randy Gerber, Randall Gerber, Randy T Gerber
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Current Firm
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
Contact Information
Main Address
580 N Fourth Street Suite 400, Columbus, OH 43215Phone Number
(614) 431-4343# of Employees
17SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
944AUM (Assets Under Management)
$592,071,283Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2026 | Cover Page | Report |
| 06/26/2025 | Cover Page | Report |
| 07/26/2024 | Cover Page | Report |
| 10/04/2023 | Cover Page | Report |
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
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.
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
State Registrations and Notice Filings
(10/8/2020)
(10/8/2020)
(10/10/2023)
(10/23/2020)
(10/8/2020)
(10/8/2020)
(10/8/2020)
(10/8/2020)
(10/8/2020)
(10/10/2023)
(10/10/2023)
(10/10/2023)
(10/8/2020)
(10/10/2023)
(10/8/2020)
(10/8/2020)
(9/24/1999)
(10/8/2020)
(10/8/2020)
(10/10/2023)
(10/8/2020)
(7/7/2010)
(10/8/2020)
(10/8/2020)
(10/10/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1991About the Series 6 examSRO Registrations
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Randall Thomas Gerber's CRS (Customer Relationship Summary).
Similar Advisors
INSPIRE ADVISORS, LLC
BLUE ADVISORS
HORTER INVESTMENT MANAGEMENT, LLC
JANNEY MONTGOMERY SCOTT LLC
