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Gerard T
Series 65
St Petersburg, FL
Archer Investment Corporation
Gerard Trask is a financial advisor with Archer Investment Corporation in St. Petersburg, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Archer Investment Corporation since 2013 and has also operated an accounting and tax services sole proprietorship since 2010. Outside of his advisory role, he is involved with D&D Missionary Homes, Inc. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm offers both discretionary portfolio management and model-based strategies, with an investment process that includes comprehensive financial assessments and diversified allocations across various asset classes.
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