Telton
Hall
Geneos Wealth Management, Inc
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About this Advisor
Telton Hall is a financial advisor working out of Cedar City, Utah with 16 years of relevant experience. Hall works at Geneos Wealth Management, Inc. The advisor has gained experience at Geneos Wealth Management, Inc, Barkume Wealth Management, Inc, Advanced Wealth Management Inc and Advanced Financial Planning LLC. Hall holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Utah. Geneos Wealth Management, Inc is a business based in Englewood, CO. The firm has offices in 114 locations and a total of 200 employees. It controls $4 billion in assets across its 18,621 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs 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 fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Geneos Wealth Management, Inc can be comprised 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
$4,081,076,864
200
18,621
$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
Telton Hall Work History
Telton has been registered as a financial advisor for 16 years.*
Advanced Financial Planning LLC
Geneos Wealth Management, Inc
Advanced Wealth Management Inc
Barkume Wealth Management, Inc
*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 Telton Hall 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
Montgomeryville, PA
Sellersburg, IN
Knoxville, TN
Englewood, CO
Littleton, CO
Roanoke, VA
Homer Glen, IL
La Canada Flintridge, CA
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.
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