Gavin
Compton
Geneos Wealth Management, Inc
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About this Advisor
Gavin Compton is a financial advisor based out of Pueblo, Colorado with 4 years of industry experience. Compton is an employee of Geneos Wealth Management, Inc. Compton has gained experience at James F. Poole And Associates, Desert Hawk Golf Course, Fsc Securities Corp, Geneos Wealth Management Inc and Colorado Financial Strategies Group. Compton maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Geneos Wealth Management, Inc is a registered investment firm operating out of Englewood, CO. It has offices in 114 locations and a total of 200 financial advisors. It handles $4 billion in assets under management across its 18,621 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 58 charitable organizations. Of its 18,621 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Geneos Wealth Management, Inc performs a wide assortment 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. Financial advisory fees typically vary depending on which service is provided. Fees billed by Geneos Wealth Management, Inc may include 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
Gavin Compton Work History
Gavin has been registered as a financial advisor for 4 years.*
Geneos Wealth Management Inc
Colorado Financial Strategies Group
Fsc Securities Corp
James F. Poole And Associates
Desert Hawk Golf Course
*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 Gavin Compton 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
Littleton, CO
Montgomeryville, PA
Sellersburg, IN
Knoxville, TN
Midvale, UT
La Canada Flintridge, CA
Homer Glen, IL
Roanoke, VA
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