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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Douglassville, PA

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

The short answer

3 registered advisors work at Geneos Wealth Management, Inc. in Douglassville, out of 175 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

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

Every Geneos Wealth Management, Inc. advisor →

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 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Questions

How many financial advisors does Geneos Wealth Management, Inc. have in Douglassville?

3 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Douglassville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Geneos Wealth Management, Inc. one of the largest advisor employers in Douglassville?

Geneos Wealth Management, Inc. ranks number 1 in Douglassville by registered advisors, ahead of every other firm.

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

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.