Financial ADVSR advisor directory · SEC adviser records
Geneos Wealth Management, Inc. financial advisors in Texas
Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Texas, by city and A to Z.
The short answer
14 registered advisors work at Geneos Wealth Management, Inc. in Texas, out of 175 nationwide; it's the firm's number 4 state by advisors, and the most are in Addison (4). 4 list the CFP designation and 14 are also registered broker representatives.
Geneos Wealth Management, Inc. advisors by city in Texas
Every firm in Texas →Addison 4Georgetown 2Bellaire 1Coppell 1Deer Park 1Katy 1Liberty Hill 1McAllen 1Rockport 1Southlake 1
Geneos Wealth Management, Inc. advisors in Texas, A to Z
Search by name →- William D. CoffmanLiberty Hill · Certified Financial Planner
- Cody P. CoxKaty
- Garry D. DippelGeorgetown
- Giovanni M. FloresAddison
- Garrett FrostAddison
- Anne C. HoweMcAllen
- Travis L. MartinAddison
- Quentin M. Moore IIBellaire
- David A. ObenbergerDeer Park
- Joseph A. PazeraRockport · Certified Financial Planner
- Michael J. PazeraSouthlake · Certified Financial Planner
- Colton P. ShieldsCoppell · Certified Financial Planner
- Jerry L. SmithGeorgetown
- Michael T. WareAddison
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 14Virginia 13North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5California 4Oklahoma 4Utah 4Florida 3Illinois 3Maryland 3New York 3Wyoming 3
Questions
How many Geneos Wealth Management, Inc. financial advisors are in Texas?
14 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 4 list the CFP designation and 14 are also registered as broker representatives.
Where in Texas does Geneos Wealth Management, Inc. have the most advisors?
Addison, with 4, then Georgetown (2). Geneos Wealth Management, Inc. has advisors in 10 cities in Texas.
How do I check a Geneos Wealth Management, Inc. advisor in Texas?
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.