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Detailed Report
ROBERT MICHAEL GEPHART
CRD#: 1130338
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 110 1/2 W FRONT ST
STE A
FINDLAY, OH 45840
Registration History
198519901995200020052010201520202025IAPRIMERICA ADVISORS (CRD# 10111)2011 - Present (13 years)BPFS INVESTMENTS INC. (CRD# 10111)1983 - Present (41 years)
License(s)

State Registrations

B
Ohio 5/31/1983
IA
Ohio 10/11/2011

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
110 1/2 W FRONT ST STE A, FINDLAY, OH 45840
FINDLAY, OH
Registered with this firm since 10/11/2011
B
PFS INVESTMENTS INC. (CRD#:10111)
110 1/2 W FRONT ST STE A, FINDLAY, OH 45840
FINDLAY, OH
Registered with this firm since 5/27/1983
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.