Giovanni
Flores

Geneos Wealth Management, Inc

CRD#7089254
Investment Advisor
in Addison, TX

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About this Advisor

Giovanni Flores is a financial advisor based in Addison, Texas, working with Geneos Wealth Management, Inc. Giovanni has previously held positions at Penn Mutual Life Insurance Company, T-Mobile, Hornor Townsend & Kent Inc, Geneos Wealth Management Inc, and Weaver, Ware & Martin Wealth Management And Advisory Services. Giovanni has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Giovanni is part of Geneos Wealth Management, Inc, which operates out of Addison, Texas. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16775 Addison Road Suite 410
Addison, TX 75001

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,163,064,970

TX Average: $2,349,664,866
Total Number of Employees

200

TX Average: 28
Total Number of Accounts

21,980

TX Average: 1,101
Average Account Size

$234,898

TX Average: $2,134,119

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

2020 - Present (4 years)

Geneos Wealth Management Inc

2020 - Present (4 years)

Weaver, Ware & Martin Wealth Management And Advisory Services

2019 - 2020 (1 year)

Hornor Townsend & Kent Inc

2018 - 2020 (2 years)

Penn Mutual Life Insurance Company

2014 - 2018 (4 years)

T-Mobile

Disclosures

Please visit the SEC profile of Giovanni Flores 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

Dillon Lambert
Ardmore, OK
Anna Fanning
Foxfield, CO
Jameson Taunton
Greenville, NC
David Arthur
Roanoke, VA
Anthony Finch
Foxfield, CO
Travis Martin
Addison, TX
Giovanni Flores
Addison, TX
Robert Stoner
Erie, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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