Geneos Wealth Management, Inc
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About this Advisor
Giovanni Flores is a financial advisor operating in Addison, Texas, who has been in the financial industry for 10 years. Flores is an advisor for Geneos Wealth Management, Inc. During their career, Flores has held roles at Penn Mutual Life Insurance Company, T-Mobile, Bank Of America, Student, The Cmi Group, Hornor Townsend & Kent Inc, Geneos Wealth Management Inc and Weaver, Ware & Martin Wealth Management And Advisory Services. Flores maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Geneos Wealth Management, Inc is an advisory business operating in Addison, Texas. The company has offices in 114 locations and a total of 210 people on staff. It manages $5 billion in total assets among its 19,839 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 53 charities and foundations. Of its 19,839 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a diverse assortment 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 advisory fee schedules usually are based on the type of services provided. Fees billed by Geneos Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Geneos Wealth Management, Inc Brokerage Details
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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
Giovanni Flores Work History
Giovanni has 10 years of experience.
Geneos Wealth Management Inc
Weaver, Ware & Martin Wealth Management And Advisory Services
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Company
Bank Of America
The Cmi Group
Giovanni Flores has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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