Larry
Mitchell
Geneos Wealth Management, Inc
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About this Advisor
Larry Mitchell is a financial advisor who works out of Glendale, Arizona with a total of 11 years of relevant experience. Mitchell is on the advisory team at Geneos Wealth Management, Inc. The advisor has gained experience at Geneos Wealth Management, Inc and Robert Harding Financial Group. Mitchell has Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Arizona and Texas. Geneos Wealth Management, Inc is a registered investment business that has its headquarters in Englewood, CO. The company has offices in 114 locations and a total of 200 financial advisors. It manages $4 billion in total assets across its 18,621 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 58 charitable organizations. Of its 18,621 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by Geneos Wealth Management, Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Larry Mitchell Work History
Larry has been registered as a financial advisor for 11 years.*
Geneos Wealth Management, Inc
Robert Harding Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Larry Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Midvale, UT
Montgomeryville, PA
Knoxville, TN
Roanoke, VA
Englewood, CO
Littleton, CO
La Canada Flintridge, CA
Homer Glen, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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