Giovanni
Flores
Geneos Wealth Management, Inc
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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
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
Giovanni Flores Work History
Geneos Wealth Management Inc
Weaver, Ware & Martin Wealth Management And Advisory Services
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Company
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
Roanoke, VA
Ardmore, OK
Erie, PA
Foxfield, CO
Addison, TX
Foxfield, CO
Greenville, NC
Addison, TX
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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