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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in California

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

The short answer

3 registered advisors work at Geneos Wealth Management, Inc. in California, out of 175 nationwide; it's the firm's number 11 state by advisors, and the most are in San Gabriel (2). 1 list the CFP designation and 3 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors by city in California

Every firm in California →

San Gabriel 2San Mateo 1Walnut Creek 1

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

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

Geneos Wealth Management, Inc. in other states

Colorado 38Arizona 20Pennsylvania 14Texas 14Virginia 13North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5Oklahoma 4Utah 4Florida 3Illinois 3Maryland 3New York 3Wyoming 3

Questions

How many Geneos Wealth Management, Inc. financial advisors are in California?

3 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in California does Geneos Wealth Management, Inc. have the most advisors?

San Gabriel, with 2, then San Mateo (1). Geneos Wealth Management, Inc. has advisors in 3 cities in California.

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

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.