Nathaniel
Brown
Geneos Wealth Management, Inc
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About this Advisor
Nathaniel Brown is a financial advisor based in Morrisville, North Carolina, working with Geneos Wealth Management, Inc. Nathaniel has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Commonwealth Financial Network, Geneos Wealth Management Inc, and Sb Financial Group LLC. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Arizona, Florida, Georgia, Maine, Maryland, Michigan, North Carolina, Texas, and Vermont. Currently, Nathaniel is part of Geneos Wealth Management, Inc, which operates out of Morrisville, North Carolina. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
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
Nathaniel Brown Work History
Geneos Wealth Management Inc
Sb Financial Group LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Nathaniel Brown 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
Addison, TX
Roanoke, VA
Greenville, NC
Erie, PA
Foxfield, CO
Foxfield, CO
Addison, TX
Ardmore, OK
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