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Charles Cole Gerber

RESURGENT FINANCIAL ADVISORS LLC·ATLANTA, Georgia
SIE, Series 63, Series 79Clean recordRESURGENT FINANCIAL ADVISORS LLC
6300 POWERS FERRY ROAD, ATLANTA, GA 30339CRD# 5804618Firm CRD# 299575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Cole Gerber · ATLANTA, GA
Registration
CRD #5804618 · RESURGENT FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RESURGENT FINANCIAL ADVISORS LLC
CRD 299575 · SEC 801-117725
AUM
$300M
Regulatory assets under management
Employees
17
930 client accounts
Services offered by RESURGENT FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESURGENT FINANCIAL ADVISORS LLC →
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Frequently Asked Questions

What services does Charles Cole Gerber offer?
Charles Cole Gerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Charles Cole Gerber's credentials?
Charles Cole Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Cole Gerber located?
Charles Cole Gerber is based in ATLANTA, Georgia, working with RESURGENT FINANCIAL ADVISORS LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Charles Cole Gerber charge for services?
Charles Cole Gerber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESURGENT FINANCIAL ADVISORS LLC?
RESURGENT FINANCIAL ADVISORS LLC has approximately 17 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESURGENT FINANCIAL ADVISORS LLC

Matthew Weber Pohlman
ATLANTA, GA

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Research
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