Gerald Mendes

GATEWAY FINANCIAL ADVISORS, INC.
(415) 457-1400 or (707) 545-5400

Offices in San Rafael and Santa Rosa, California.
Fee-Based, Managed Accounts - Retirement Plans - Employee Benefits - Life Insurance

Investment Advisor Representative at Cambridge Investment Research, Inc. in San Rafael, CA

About

Address
421 Hickory Lane in San Rafael, CA 94903
Info
Languages: English
Year started: 2008

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Leonard Hussey
Answered by Ted Rood, Mortgage BrokerPRO+ in Maryland Heights, MO
Income, residency, and credit questions aside, if you have an investment property, with NO equity, under 4%, there are no options for a lower rate. Even if you had 20...
Q&A
Asked by Paulmiller102
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Paulmiller102, When someone passes, their property generally goes through probate (a court-supervised process of settling a deceased person's personal and financ...
3

Specialties

  • Business Planning
  • Estate Planning
  • Life Insurance
  • Retirement Planning
  • Tax Advantaged Investments

Credentials

Licenses

California Life Insurance License
License # 0G18384
Series 63
License # CRD# 5582953
Series 6
License # CRD# 5582953
Washington State Non-resident Life Insurance License
License # 775912
Series 65
License # CRD# 5582953

Exams

California Life and Health Agent

Background

Education

University of San Francisco
University of California, Berkeley

Disclosure

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc.,/Quality Life Insurance Agency and Cambridge Investment Research, Inc. are not affiliated.