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Learn about disclosures →Gerald is an advisory representative at CLG Wealth Management LLC, dedicating nearly full-time hours to financial planning. He is also the Head of Operations at JOHN D. CARTWRIGHT & ASSOC, INC, spending about 10-20% of his time providing services and support to independent advisors. Gerald also sells fixed/traditional insurance products through two entities, PKSF and Fixed Insurance, spending minimal time on each.