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Geneos Wealth Management, Inc. financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in North Carolina, by city and A to Z.
The short answer
9 registered advisors work at Geneos Wealth Management, Inc. in North Carolina, out of 175 nationwide; it's the firm's number 6 state by advisors, and the most are in Fayetteville (4). 4 list the CFP designation and 9 are also registered broker representatives.
Geneos Wealth Management, Inc. advisors by city in North Carolina
Every firm in North Carolina →Geneos Wealth Management, Inc. advisors in North Carolina, A to Z
Search by name →- Nathaniel BrownMorrisville
- James F. Buckman IVGreenville
- David E. Nobles Sr.Fayetteville · Certified Financial Planner
- David E. Nobles Jr.Fayetteville
- David M. PoundFayetteville · Certified Financial Planner
- Nicholas J. RademacherFayetteville · Certified Financial Planner
- James G. TauntonGreenville · Certified Financial Planner, Chartered Financial Consultant
- Jameson M. TauntonGreenville
- Jeffrey S. ThompsonDavidson
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 21Pennsylvania 14Texas 14Virginia 13Tennessee 7Minnesota 5Nebraska 5Washington 5Oklahoma 4Utah 4California 3Florida 3Illinois 3Maryland 3New York 3Wyoming 3
Questions
How many Geneos Wealth Management, Inc. financial advisors are in North Carolina?
9 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Where in North Carolina does Geneos Wealth Management, Inc. have the most advisors?
Fayetteville, with 4, then Greenville (3). Geneos Wealth Management, Inc. has advisors in 4 cities in North Carolina.
How do I check a Geneos Wealth Management, Inc. advisor in North Carolina?
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.