Geoffrey
Voorhees
Familywealth
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About this Advisor
Geoffrey Voorhees is a financial advisor who works out of Lake Mary, Florida. Voorhees works at Familywealth. Over the course of their career, they have held roles at Mutual Of Omaha and Familywealth Advisers, LLC. Voorhees has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Familywealth is a financial advisory company that has its headquarters in Lake Mary, FL. It has offices in nine locations and a total of 14 advisors. It controls $263 million in total assets across its 606 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 606 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets. Familywealth offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules largely depend on which service is provided. However, fee types charged by Familywealth likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Familywealth Brokerage Details
$263,329,287
14
606
$434,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Geoffrey Voorhees Work History
Geoffrey has been registered as a financial advisor for 0 years.*
Familywealth Advisers, LLC
Mutual Of Omaha
*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 Geoffrey Voorhees 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 Familywealth
Pensacola, FL
Arlington, TX
Lake Mary, FL
Lake Mary, FL
Palo Alto, CA
Stow, OH
Panama City Beach, FL
Dallas, TX
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