Randall T. Gerber
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, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall Thomas Gerber's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 1999 - Present
GERBER, LLC
Office #1: 450 West Wilson Bridge Rd Suite 100, Worthington, OH 43085October 8, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 580 North Fourth Street Suite 400, Columbus, OH 43215January 8, 1999 - October 19, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 11, 1991 - February 3, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 11, 1991 - February 3, 1999
OSAIC FA, INC.
Primary Firm SEC Registration
GERBER, LLC
CRD#: 120039 / SEC#: 801-68731
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/8/2020)
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(10/10/2023)
(10/23/2020)
(10/8/2020)
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(10/10/2023)
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(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)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
GERBER, LLC
CRD#: 120039 / SEC#: 801-68731
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 950 |
| AUM (Assets Under Management) | $ 588,145,145 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/26/2025 | ||
| 07/26/2024 | ||
| 10/04/2023 |
Red Flags
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.
