Geoffrey
Southwell
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Geoffrey Southwell is a financial advisor based in The Villages, Florida, working with Tiaa-Cref Individual & Institutional Services, LLC. Geoffrey has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial LLC, and Fross And Fross Wealth Management. Geoffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Geoffrey is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of The Villages, Florida. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Geoffrey Southwell Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Lpl Financial LLC
Fross And Fross Wealth Management
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Geoffrey Southwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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