Julie
Geyer

Fifth Third Securities, Inc

CRD#5481657
Investment Advisor
in Largo, FL
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About this Advisor

Julie Geyer is a financial advisor based out of Largo, Florida, with 10 years of financial industry experience. Geyer works at Fifth Third Securities, Inc. Throughout their career, they have worked at Edward Jones, Fifth Third and Fifth Third Securities. Geyer holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Florida and Michigan. Fifth Third Securities, Inc is a financial advisory firm that has its headquarters in Largo, Florida. The investment advisory business has offices in 1,187 locations and a total of 1,333 people on staff. It administers $1 billion in assets under management between its 5,270 client accounts, making it one of the larger firms in the country by assets under management. The firm advises nine charitable organizations. Of its 5,270 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which services are provided. Fee types charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

12360 Indian Rocks Road
Largo, FL 33774

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,007,745,932

FL Average: $2,106,341,625
Total Number of Employees

1,333

FL Average: 34
Total Number of Accounts

5,270

FL Average: 1,972
Average Account Size

$191,223

FL Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Julie Geyer Work History

Julie has 10 years of experience.

2011 - Present (8 years)

Fifth Third Securities

2009 - 2011 (2 years)

Fifth Third

2008 - 2009 (1 years)

Edward Jones

Disclosures

Julie Geyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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