Geoffrey
Weiss
Shaw Financial Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Geoffrey Weiss is a financial advisor based out of Edmond, Oklahoma with 3 years of relevant experience. Weiss is on the advisory team at Shaw Financial Services. Weiss has gained experience at Sherwin Williams Paint Company, Reagor Dykes Autogroup, Lpl Financial LLC, Amarillo Community College, Texas Tech University, Shaw Financial Services, LLC and Lpl Financial, LLC. Weiss has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma and Texas. Shaw Financial Services is a financial advisory business that has its headquarters in Edmond, OK. The company has a total of 13 financial advisors. It oversees $854 million in total assets among its 5,789 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 5,789 client accounts, 18% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on the type of financial services. Fee types billed by Shaw Financial Services typically consist of asset-based 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.
Shaw Financial Services Brokerage Details
$854,028,314
13
5,789
$147,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Geoffrey Weiss Work History
Geoffrey has been registered as a financial advisor for 3 years.*
Shaw Financial Services, LLC
Shaw Financial Services, LLC
Lpl Financial, LLC
Lpl Financial LLC
Reagor Dykes Autogroup
Sherwin Williams Paint Company
Texas Tech University
Sherwin Williams Paint Company
Amarillo Community College
*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 Geoffrey Weiss 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 Shaw Financial Services
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Tulsa, OK
Edmond, OK
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.
