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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

9 registered advisors work at Geneos Wealth Management, Inc. in Scottsdale, out of 175 at the firm nationwide; it ranks number 50 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Scottsdale, 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 9Knoxville, TN 7Flagstaff, AZ 6Lancaster, 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 Scottsdale

All Scottsdale advisors →

Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49

Questions

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

9 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Geneos Wealth Management, Inc. ranks number 50 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.

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

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.