Anthony
Shinault

Geneos Wealth Management, Inc

CRD#7071342
Investment Advisor
in Radford, VA

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About this Advisor

Anthony Shinault is a certified financial planner who works out of Radford, Virginia with a total of 4 years of relevant experience. Shinault is an employee of Geneos Wealth Management, Inc. Throughout their career, they have worked at Geneos Wealth Management, Plott & French Financial Advisors, Joel Isaacson & Co, C & C Fencing and Cvs Pharmacy. Shinault holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Geneos Wealth Management, Inc is a financial advisory business operating out of Englewood, CO. The firm has offices in 114 locations and a total of 200 employees. It administers $4 billion in assets under management between its 18,621 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Geneos Wealth Management, Inc provides a broad range of services, including 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. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types billed by Geneos Wealth Management, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

104 Wadsworth Street
Radford, VA 24143

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

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

200

VA Average: 28
Total Number of Accounts

18,621

VA Average: 1,101
Average Account Size

$219,165

VA 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

Anthony Shinault Work History

Anthony has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Geneos Wealth Management

2019 - Present (5 years)

Plott & French Financial Advisors

2019 - 2019 (< 1 year)

Geneos Wealth Management

2019 - 2019 (< 1 year)

Plott & French Financial Advisors

2017 - 2019 (2 years)

Joel Isaacson & Co

2015 - 2017 (2 years)

C & C Fencing

2012 - 2016 (4 years)

Cvs Pharmacy

*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 Anthony Shinault 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

Matthew Grasman
Homer Glen, IL
Paul Knipping
Englewood, CO
Robert Eberhardt
Littleton, CO
Andrew Dziedzic
Montgomeryville, PA
Thomas Wint
Sellersburg, IN
Anthony Hammer
Knoxville, TN
Brent Donovan
La Canada Flintridge, CA
Joyce Mcdaniel
Englewood, CO

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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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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