David Gerkin

David Gerkin Email and Phone Number

Director of Planning and Investment Research @ EPM Financial
Mount Juliet, TN, US
David Gerkin's Location
Mount Juliet, Tennessee, United States, United States
David Gerkin's Contact Details

David Gerkin work email

David Gerkin personal email

About David Gerkin

David Gerkin is a Director of Planning and Investment Research at EPM Financial.

David Gerkin's Current Company Details
EPM Financial

Epm Financial

View
Director of Planning and Investment Research
Mount Juliet, TN, US
Website:
epmfinancial.com
Employees:
15
David Gerkin Work Experience Details
  • Epm Financial
    Director Of Planning And Investment Research
    Epm Financial
    Mount Juliet, Tn, Us
  • Epm Financial
    Director Of Planning & Investment Research
    Epm Financial Oct 2017 - Present
    Mount Juliet, Tennessee, United States
    EPM Financial is a a local firm of qualified financial advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in financial planning, investment management, retirement strategies, risk management, and estate planning. I conduct the majority of research on investments for the team. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • Edwards Porter Group
    Director Of Planning & Investment Research
    Edwards Porter Group Mar 2016 - Sep 2017
    Mt Juliet, Tn
    The Edwards Porter Group is a a local firm of highly qualified Financial Advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in Financial Planning, Investment Management, Retirement Strategies, Risk Management, and Estate Planning. I create and update financial plans for clients in a team environment. I also conduct the majority of research on investments for the team.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Edwards Porter Group are separate entities from LPL Financial. Please remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC, effect any specific transactions for your account. The financial consultants at Edwards Porter Group are registered representatives with offer securities through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants affiliated with Edwards Porter Group are registered to do business in the following states: AL, CA, CT, FL, GA, IA, IL, IN, KY, MN, MO, OH, PA, SC, TN.
  • Waddell & Reed
    Financial Planner
    Waddell & Reed May 2011 - Feb 2016
    Nashville, Tn
    Assisted clients with investments, insurance and college savings in addition to comprehensive financial plans.
  • Starbucks Coffee Company
    Store Manager
    Starbucks Coffee Company Sep 2005 - Sep 2010
    Madison, Tn
    You may have heard of this company. I started out as a barista when I moved to Tennessee and worked my way up to manager. I learned about customer service, profit and loss statements, training employees, and a wee bit about coffee.
  • James H. Webster & Associates, Ltd.
    Office Assistant
    James H. Webster & Associates, Ltd. Feb 2002 - Jul 2005
    Urbana, Il
    This is a residential and commercial real estate appraisal company. I was very fortunate to work here, as they allowed me time off to play with The Red Hot Valentines. It was a typical office job, but I learned a lot about real estate and valuation, and even a little about drafting.
  • The Red Hot Valentines, Inc.
    President
    The Red Hot Valentines, Inc. Nov 1999 - Dec 2004
    Champaign, Il
    I played bass and sang back-up vocals for this Midwestern rock band that signed to Polyvinyl Records. We met a lot of cool people and had a lot of fun on the way! It was a great experience that taught me a lot about running a business.

David Gerkin Education Details

  • Lincoln Christian College
    Lincoln Christian College
    Music Ministry

Frequently Asked Questions about David Gerkin

What company does David Gerkin work for?

David Gerkin works for Epm Financial

What is David Gerkin's role at the current company?

David Gerkin's current role is Director of Planning and Investment Research.

What is David Gerkin's email address?

David Gerkin's email address is dg****@****ors.com

What is David Gerkin's direct phone number?

David Gerkin's direct phone number is +121773*****

What schools did David Gerkin attend?

David Gerkin attended Lincoln Christian College.

Who are David Gerkin's colleagues?

David Gerkin's colleagues are Tom Janney, Cpa, Amanda Heifner, Justin H..

Not the David Gerkin you were looking for?

  • David Gerkin

    Paralegal Manager At Baker Botts
    Allen, Tx
    6
    dentons.com, susmangodfrey.com, wc.com, legalci.com, gmail.com, bakerbotts.com

    6 +141090XXXXX

  • David Gerkin

    Counseling Faculty At Maricopa Community Colleges
    Glendale, Az
    2
    maricopa.edu, maricopa.edu
  • L. David Gerkin

    Director - Equity Capital Markets At Truist Securities
    Atlanta, Ga
    4
    gmail.com, imperialcapitalbank.com, truist.com, suntrustrh.com
  • David Gerkin

    Independent Hospital & Health Care Professional
    Knoxville, Tn
    2
    aol.com, tveyecenter.com

    4 +186540XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.