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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+)
GH

Geoffrey Harden Sebold

California·CRD #1057358
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
7
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GH

Geoffrey Harrison Brent

Maryland·CRD #1096221
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
2
Exams
7
Since
1991
Est. fee
AUM / Flat Fee
View profile
GH

Geoffrey Hauck

California·CRD #8048871
IA Rep

Investment Adviser Rep at KNIGHTSBRIDGE WEALTH MANAGEMENT

Experience
1 yrs
States
1
Since
2025
Fee
AUM / Performance-based
Minimum
$500k
View profile
GH

Geoffrey Henry Owen

North Carolina·CRD #2573385
Dual-registered

Dual-registered at FRONT PORCH FINANCIAL ADVISORY

Experience
23 yrs
States
3
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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GH

Geoffrey Hulme

Connecticut·CRD #1863551
Dual-registered

Dual-registered at INGALLS & SNYDER LLC

Experience
7 yrs
States
6
Exams
4
Since
2019
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
View profile
GI

Geoffrey Ira Edelstein

California·CRD #4354105
IA Rep

Investment Adviser Rep at GRANITE INVESTMENT PARTNERS, LLC

Experience
14 yrs
States
2
Since
2012
Fee
AUM / Performance-based
View profile
GL

Geoffrey L Fiszel

Connecticut·CRD #2285213
Dual-registered

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

Experience
33 yrs
States
3
Exams
6
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
GL

Geoffrey Lynn Newman

Maryland·CRD #5675041
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

Geoffrey Matthew Wistow

Virginia·CRD #7600902
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
GM

Geoffrey Michael Boldt

Oregon·CRD #7869269
IA Rep

Investment Adviser Rep at OREGON PACIFIC WEALTH MANAGEMENT

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly
Minimum
$100k
View profile
GM

Geoffrey Michael Knox

Connecticut·CRD #4301055
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
GM

Geoffrey M Nance

Texas·CRD #6639778
IA Rep

Investment Adviser Rep at TRADEWAY

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Flat Fee / Subscription
Minimum
$10k
View profile
GN

Geoffrey Nicholas Bell

North Carolina·CRD #4718547
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Geoffrey Paul Mavar

Tennessee·CRD #2102387
Dual-registered

Dual-registered at CHICKASAW CAPITAL MANAGEMENT, LLC

Experience
36 yrs
States
1
Exams
9
Since
1990
Est. fee
AUM / Commission / Performance-based
Minimum
$1.0M
View profile
GR

Geoffrey Richard Dunmore

Texas·CRD #7062386
Dual-registered

Dual-registered at KEATING FINANCIAL ADVISORY SERVICES

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Geoffrey Robert Biehn

Ohio·CRD #4873865
IA Rep

Investment Adviser Rep at TRINITY FINANCIAL ADVISORS LLC

Experience
22 yrs
States
2
Exams
1
Since
2004
Est. fee
AUM / Flat Fee
View profile
GR

Geoffrey Robert Irving

New York·CRD #7130726
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Geoffrey Ross Berlin

California·CRD #5490091
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Geoffrey Russell Luchetta

Colorado·CRD #5267206
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
GS

Geoffrey Scott Cable

California·CRD #2150627
Dual-registered

Dual-registered at DESTINATION WEALTH MANAGEMENT

Experience
21 yrs
States
3
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
GS

Geoffrey Scott Johnson

Connecticut·CRD #4410909
Dual-registered

Dual-registered at SYMMETRY PARTNERS

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Other
Minimum
$5k
View profile
GS

Geoffrey Scott McCash

Alabama·CRD #2692833
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
6
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GS

Geoffrey Sean Hansen

Minnesota·CRD #2800227
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
29 yrs
States
1
Exams
4
Since
1997
Fee
AUM / Hourly / Flat Fee
View profile
GT

Geoffrey Taylor Koepp

Texas·CRD #4897127
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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