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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 Roanoke, VA

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

The short answer

9 registered advisors work at Geneos Wealth Management, Inc. in Roanoke, out of 175 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Roanoke, 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 14Scottsdale, AZ 8Knoxville, TN 7Flagstaff, AZ 6Lancaster, PA 5Addison, TX 4Denver, CO 4Fayetteville, NC 4Lone Tree, CO 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Other firms in Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10

Questions

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

9 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

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

Geneos Wealth Management, Inc. ranks number 13 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

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

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.