Financial ADVSR advisor directory · SEC adviser records
Geneos Wealth Management, Inc. financial advisors in Greenville, NC
Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Greenville, A to Z.
The short answer
3 registered advisors work at Geneos Wealth Management, Inc. in Greenville, out of 175 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Geneos Wealth Management, Inc. advisors in Greenville, A to Z
Every Geneos Wealth Management, Inc. advisor →- James F. Buckman IVAlso a broker rep
- James G. TauntonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jameson M. TauntonAlso a broker rep
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 9Scottsdale, AZ 8Knoxville, TN 7Flagstaff, AZ 6Lancaster, PA 5Addison, TX 4Denver, CO 4Fayetteville, NC 4Lone Tree, CO 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Longview, WA 3
Other firms in Greenville
All Greenville advisors →Wells Fargo Clearing Services, LLC 19Edward Jones 10Carolina Wealth Management, Inc. 8Raymond James & Associates, Inc. 7Capital Analysts 6Lincoln Investment 6H. L. Ormond & Company, LLC 5Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Geneos Wealth Management, Inc. have in Greenville?
3 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Geneos Wealth Management, Inc. one of the largest advisor employers in Greenville?
Geneos Wealth Management, Inc. ranks number 14 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 19.
How do I check a Geneos Wealth Management, Inc. advisor in Greenville?
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.