| Advisor Profile |
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| Name: |
John M. Gergurich, CFP® |
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Disclosure Link:
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| Disclaimer |
| Securities and Investment Advisory Services offered by Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts Incorporated and Scripps Tax & Financial Group are independent non-affiliated entities. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. |
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About Scripps Tax & Financial Group |
| Scripps Tax & Financial Group is a financial planning and tax advisory firm that has been in business for over 35 years, and not only has the size and scope necessary to provide you with the expertise, knowledge and experience to help you reach your financial objectives. We understand that each of our clients has many different situations calling for specialized attention from a tax perspective as well as a financial perspective. Our approach differs from others because we tailor our services to address your financial and tax matters comprehensively rather than on their own. A growing problem in the industry is that a tax professional and financial planner can be out of sync in their given duties and your goals and objectives can be subject to large setbacks due to the lack of cohesiveness between these professionals. We have seen from our experience that harmonizing the approach leads to a more effective comprehensive plan to reach your financial goals and objectives. |
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General Information |
| Years of Experience in Financial Services: |
7
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| Work Experience: |
Please visit www.scrippstax.com for more information.
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| States Licensed in: |
CA,TX
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| Name of Custodial Firm: |
Pershing, LLC
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| Number of Years with Current Firm: |
4
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| Insurance License#: |
0G18426
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
Capital Analysts Incorporated
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| States Willing to do Business in: |
Any and all states
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Education |
| Academic Background |
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| BS in Accounting, NU, La Jolla, CA |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®), Enrolled Agent (EA), CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Firm's Number of Clients: |
800
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
1.5% -1.0%
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| Additional Details on Charges: |
Financial Plans and Modular Plans are based on hourly rate. More information on fees can be obtained on our Fee Schedule (Price ranges are provided as a guide).
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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