Dillon
Lambert
Geneos Wealth Management, Inc
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About this Advisor
Dillon Lambert is a financial advisor who works out of Ardmore, Oklahoma with a total of 5 years of industry experience. Lambert is currently employed by Geneos Wealth Management, Inc. Their career trajectory has included roles at Ryan Hobbs Investment Services, Geneos Wealth Managment Inc, Emily Bush State Farm, R.D. Williams & Company, Schonwald Land Inc, Cash Co Properties and University Of Oklahoma. Lambert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oklahoma. Geneos Wealth Management, Inc is an advisory firm that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 financial advisors. It has $4 billion in assets among its 18,621 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 58 charities and foundations. Of its 18,621 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Geneos Wealth Management, Inc has 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 management fees vary depending on which services are offered. Fee types charged by Geneos Wealth Management, Inc most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,081,076,864
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
200
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18,621
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$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
Dillon Lambert Work History
Dillon has been registered as a financial advisor for 5 years.*
Geneos Wealth Managment Inc
Ryan Hobbs Investment Services
Ryan Hobbs Investment Services
Geneos Wealth Managment Inc
Emily Bush State Farm
R.D. Williams & Company
Schonwald Land Inc
Cash Co Properties
University Of Oklahoma
*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 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
Homer Glen, IL
La Canada Flintridge, CA
Englewood, CO
Roanoke, VA
Montgomeryville, PA
Littleton, CO
Midvale, UT
Knoxville, TN
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