David
Pound
Geneos Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Pound is a certified financial planner based out of Fayetteville, North Carolina with a total of 17 years of relevant experience. Pound is an employee of Geneos Wealth Management, Inc. During their career, Pound has held roles at Geneos Wealth Management, Inc and Nobles Pound Financial Planning. Pound has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Geneos Wealth Management, Inc is a firm headquartered in Englewood, CO. The firm has offices in 114 locations and a total of 200 financial advisors. It oversees $4 billion in assets under management among its 18,621 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Geneos Wealth Management, Inc has a number 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Geneos Wealth Management, Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
David Pound Work History
David has been registered as a financial advisor for 17 years.*
Nobles Pound Financial Planning
Geneos Wealth Management, Inc
*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 David Pound 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
Midvale, UT
Roanoke, VA
La Canada Flintridge, CA
Englewood, CO
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
