Gene Douglas Balas is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with SEIA.
| Firm | From | To | Current |
|---|---|---|---|
| SEIA | 2023-08-25 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2014-02-10 | 2020-12-31 | — |
| PRESCIENT WEALTH MANAGEMENT, INC. | 2012-06-13 | 2014-01-15 | — |
| ASSETMARK, INC. | 2008-08-01 | 2009-04-09 | — |
| GENWORTH FINANCIAL ASSET MANAGEMENT, INC | 2006-07-26 | 2008-07-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-03-29 | 2006-06-06 | — |