Dillon
Lambert
Geneos Wealth Management, Inc
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About this Advisor
Dillon Lambert is a financial advisor based in Ardmore, Oklahoma, working with Geneos Wealth Management, Inc. Dillon has previously held positions at Ryan Hobbs Investment Services, Geneos Wealth Management Inc, Emily Bush State Farm, and R.D. Williams & Company. Dillon has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Dillon is part of Geneos Wealth Management, Inc, which operates out of Ardmore, Oklahoma. 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
Dillon Lambert Work History
Geneos Wealth Managment Inc
Ryan Hobbs Investment Services
Ryan Hobbs Investment Services
Geneos Wealth Managment Inc
Emily Bush State Farm
R.D. Williams & Company
Disclosures
Please visit the SEC profile of Dillon Lambert 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
Roanoke, VA
Addison, TX
Addison, TX
Ardmore, OK
Erie, PA
Greenville, NC
Foxfield, CO
Foxfield, CO
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