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GA

Gerald A. Acree

Some features on this profile are disabled
CRD#: 4947549
GA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Alan Acree, who also goes by Gerald A. Acree, Jerry Alan Acree, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 2005. Gerald had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gerald A. Acree | Jerry Alan Acree

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 12, 2015 - January 4, 2016

GLP INVESTMENT SERVICES, LLC

BD
CRD#: 25450
FARMINGTON, MI
Past

July 12, 2012 - January 24, 2013

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ANN ARBOR, MI
Past

May 21, 2012 - January 24, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ANN ARBOR, MI
Past

October 21, 2010 - March 29, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
AUBURN HILLS, MI
Past

October 11, 2010 - March 29, 2012

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
AUBURN HILLS, MI
Past

August 8, 2008 - February 18, 2009

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
WEST BLOOMFIELD, MI
Past

August 7, 2008 - February 18, 2009

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
WEST BLOOMFIELD, MI
Past

April 24, 2008 - August 4, 2008

AUTO CLUB FUNDS, INC.

BD
CRD#: 10580
DEARBORN, MI
Past

March 9, 2006 - June 21, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
LOUISVILLE, KY
Past

March 9, 2006 - June 21, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
LOUISVILLE, KY
Past

July 13, 2005 - February 21, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/12/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/2005
General Securities Representative Examination

Current Firm

GI
GLP INVESTMENT SERVICES, LLC
CENTURION CAPITAL AND SECURITIES CORPORATION | GLPIS INSURANCE SERVICES, LLC | GLP INVESTMENT SERVICES, LLC | CHAMBERS MARTIN & CO.

CRD#: 25450 / SEC#: , 8-41868

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
33335 Grand River, Farmington, MI 48336
Mailing Address
33335 Grand River, Farmington, MI 48336
Phone number
(248) 489-0101
Established
Michigan since 06/14/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KOCOVES, ALEXANDER KMEMBER
ROLNITZKY, JUSTIN BENJAMINDIRECTOR / PRINCIPAL6030236
WOOLSON, DARREN ANDREWCEO, COO/POO, CFO/PFO, CHIEF COMPLIANCE OFFICER4055818

Disclosures

Regulatory Event2

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.

Company Information

GLP INVESTMENT SERVICES, LLC

CRD#: 25450

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