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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Flagstaff, AZ

Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Flagstaff, A to Z.

The short answer

4 registered advisors work at Geneos Wealth Management, Inc. in Flagstaff, out of 175 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Flagstaff, A to Z

Every Geneos Wealth Management, Inc. advisor →

Geneos Wealth Management, Inc. advisors in every city and state →Geneos Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Geneos Wealth Management, Inc. advisors in other cities

Englewood, CO 14Roanoke, VA 9Scottsdale, AZ 8Knoxville, TN 7Lancaster, PA 5Addison, TX 4Denver, CO 4Fayetteville, NC 4Lone Tree, CO 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Other firms in Flagstaff

All Flagstaff advisors →

Heffernan Advisory, Inc. 6Edward Jones 5Raymond James Financial Services Advisors, Inc. 5Ameritas Advisory Services, LLC 4Kestra Advisory Services, LLC 4LPL Financial LLC 3Morgan Stanley 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Geneos Wealth Management, Inc. have in Flagstaff?

4 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Flagstaff, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Geneos Wealth Management, Inc. one of the largest advisor employers in Flagstaff?

Geneos Wealth Management, Inc. ranks number 5 in Flagstaff by registered advisors; Heffernan Advisory, Inc. has the most, with 6.

How do I check a Geneos Wealth Management, Inc. advisor in Flagstaff?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Geneos Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.