BG
BG

Barry Francis Gerdin

34 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
275 advisors
Number of Clients
15,632 clients
Average Client Portfolio
$628K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
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Location

15415 Clayton Road, Ballwin, MO, 63011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Prospera Financial Services, INC.
May 2025 - Present · 9 mos
Prospera Financial Services, INC.Broker
May 2025 - Present · 9 mos
Previous Registrations
Cutter & Company, INC.
December 1998 - May 2025 · 26 yrs 5 mos
Cutter & Company, INC.Broker
August 1992 - May 2025 · 32 yrs 9 mos
Hibbard Brown & CO., INC.Broker
July 1991 - July 1992 · 1 yr
State Registrations9 states
CAFLILKSMNMONCOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.