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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Addison, TX

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

4 registered advisors work at Geneos Wealth Management, Inc. in Addison, out of 184 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Addison, 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 18Roanoke, VA 9Knoxville, TN 8Scottsdale, AZ 8Flagstaff, AZ 6Lancaster, PA 5Denver, CO 4Fayetteville, NC 4Lone Tree, CO 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Other firms in Addison

All Addison advisors →

Principal Securities, Inc. 15Park Avenue Securities LLC 13Allworth Financial, L.P. 12Equity Services, Inc. 11Valic Financial Advisors, Inc. 11Northwestern Mutual Investment Services, LLC 10Hornor, Townsend & Kent, LLC 9Osaic Wealth, Inc. 7Creative Planning 6Cetera Investment Advisers LLC 4Cambridge Investment Research Advisors, Inc. 3Eagle Strategies LLC 3

Questions

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

4 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Addison, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Geneos Wealth Management, Inc. ranks number 11 in Addison by registered advisors; Principal Securities, Inc. has the most, with 15.

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

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.