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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GA

Geoffrey Albert Stubbs

Connecticut·CRD #2157551
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
35 yrs
States
3
Exams
5
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Geoffrey Allan Hall II

North Carolina·CRD #2705496
Dual-registered

Dual-registered at BEACON WEALTHCARE LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
GA

Geoffrey Allen Grenert

Arizona·CRD #2862874
IA Rep

Investment Adviser Rep at SIERRA LEGACY GROUP

Experience
29 yrs
States
3
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
GA

Geoffrey Allen Lanceley

Texas·CRD #2788079
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GA

Geoffrey Allen Roush

California·CRD #7776114
IA Rep

Investment Adviser Rep at WELLTH ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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GA

Geoffrey A McClenney

Maryland·CRD #1831797
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
GB

Geoffrey Brent Sprouse

Florida·CRD #4735763
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
GB

Geoffrey Brian Kasher

Florida·CRD #2273455
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GB

Geoffrey Byron Ratliff

Missouri·CRD #6587330
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
GC

Geoffrey Carson Aden

California·CRD #2169633
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
8
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GC

Geoffrey Clarke Reeves

Colorado·CRD #4102800
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
25 yrs
States
3
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GC

Geoffrey Cole Creighton

California·CRD #5381060
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
GD

Geoffrey Dale Erwin

Florida·CRD #2978054
Dual-registered

Dual-registered at BAKERAVENUE

Experience
28 yrs
States
3
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
GD

Geoffrey Dale Klein

Minnesota·CRD #4558054
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
21 yrs
States
2
Exams
3
Since
2005
Fee
AUM / Hourly / Flat Fee / Other
View profile
GD

Geoffrey Daniel Chamberlain

Massachusetts·CRD #6319961
IA Rep

Investment Adviser Rep at APPLETON PARTNERS, INC.

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM
Minimum
$2.0M
View profile
GD

Geoffrey Denison Laroche

Oregon·CRD #4650867
Dual-registered

Dual-registered at PREISZ FINANCIAL

Experience
23 yrs
States
3
Exams
4
Since
2003
Fee
AUM / Hourly / Flat Fee
View profile
GD

Geoffrey Donald Poon

Pennsylvania·CRD #7813817
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
GD

Geoffrey Doro

Florida·CRD #5458191
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
GE

Geoffrey Edward Grimsdale

California·CRD #6880469
Dual-registered

Dual-registered at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
GE

Geoffrey Edward Ramer Aunger

Tennessee·CRD #4535352
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
View profile
GE

Geoffrey Eikmann

Missouri·CRD #5626037
Dual-registered

Dual-registered at MBM WEALTH CONSULTANTS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
GF

Geoffrey Francis Hughes

Oregon·CRD #1357027
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Flat Fee
View profile
GG

Geoffrey G Brown

New York·CRD #6350835
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GG

Geoffrey G McLawhorn

North Carolina·CRD #5744854
Dual-registered

Dual-registered at MODERN CAPITAL ADVISORS, LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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