David
Geller

Securian Financial Services, Inc

CRD#1580648
Investment Advisor
in Atlanta, GA
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About this Advisor

David Geller is a certified financial planner and chartered financial consultant who works out of Atlanta, Georgia, who has been in the financial industry for 27 years. Geller is an advisor for Securian Financial Services, Inc. Over the course of their career, Geller has held roles at Minnesota Life, Securian Financial Services, Inc, Gv Capital Management, Inc, Gv Atlanta, Inc, Gv Financial Advisors, Inc, Wb&L Financial And Insurance Services, LLC, Kirschner & Lewyn, LLC, Sidney Kirschner, LLC and Joyn Advisors, Inc. Geller has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Securian Financial Services, Inc is a financial advisory company based in Atlanta, Georgia. The investment advisory business has offices in 172 locations and a total of 1,703 financial advisors. It administers $10 billion in total assets across its 34,933 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 129 charities and foundations. Of its 34,933 client accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, such as 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 fee schedules typically are based on which service is provided. Fees billed by Securian Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

27 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Abernathy Road Building 500 Suite 500
Atlanta, GA 30328

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,618,552,924

GA Average: $5,289,111,388
Total Number of Employees

1,635

GA Average: 157
Total Number of Accounts

39,256

GA Average: 8,262
Average Account Size

$245,021

GA Average: $640,173

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Geller Work History

David has 27 years of experience.

2016 - Present (3 years)

Joyn Advisors, Inc

2016 - Present (3 years)

Joyn Atlanta, Inc

2016 - Present (3 years)

Joyn Atlanta, Inc

2006 - 2009 (3 years)

Kirschner & Lewyn, LLC

2006 - 2009 (3 years)

Sidney Kirschner, LLC

2001 - 2016 (15 years)

Gv Financial Advisors, Inc

2001 - 2010 (9 years)

Wb&L Financial And Insurance Services, LLC

2001 - 2016 (15 years)

Gv Atlanta, Inc

1991 - Present (28 years)

Minnesota Life

1991 - Present (28 years)

Securian Financial Services, Inc

1991 - 2011 (20 years)

Gv Capital Management, Inc

1991 - 2016 (25 years)

Gv Atlanta, Inc

Disclosures

David Geller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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