Unclaimed Profile

Carl Givens Gercke

HEADINVEST, LLC·PORTLAND, Maine

Clean recordHEADINVEST, LLC

7 CUSTOM HOUSE ST, PORTLAND, ME 04101-4194CRD# 2186285Firm CRD# 140518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl Givens Gercke · PORTLAND, ME

Registration

CRD #2186285 · HEADINVEST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carl Givens Gercke is a registered financial advisor based in PORTLAND, Maine, affiliated with HEADINVEST, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HEADINVEST, LLC

HEADINVEST

AUM

$898M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HEADINVEST, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2186285

Firm CRD# 140518

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Frequently Asked Questions

What services does Carl Givens Gercke offer?

Carl Givens Gercke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Carl Givens Gercke's credentials?

Carl Givens Gercke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Givens Gercke located?

Carl Givens Gercke is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Carl Givens Gercke charge for services?

Carl Givens Gercke'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 HEADINVEST, LLC?

HEADINVEST, LLC has approximately 16 employees and manages $898M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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