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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Virginia

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

The short answer

13 registered advisors work at Geneos Wealth Management, Inc. in Virginia, out of 175 nationwide; it's the firm's number 5 state by advisors, and the most are in Roanoke (9). 2 list the CFP designation and 13 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors by city in Virginia

Every firm in Virginia →

Roanoke 9Radford 2Blacksburg 1Pulaski 1

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

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Geneos Wealth Management, Inc. in other states

Colorado 38Arizona 21Pennsylvania 14Texas 14North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5Oklahoma 4Utah 4California 3Florida 3Illinois 3Maryland 3New York 3Wyoming 3

Questions

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

13 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 2 list the CFP designation and 13 are also registered as broker representatives.

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

Roanoke, with 9, then Radford (2). Geneos Wealth Management, Inc. has advisors in 4 cities in Virginia.

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

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.