David
Arthur
Geneos Wealth Management, Inc
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About this Advisor
David Arthur is a financial advisor based in Roanoke, Virginia, working with Geneos Wealth Management, Inc. David has previously held positions at UBS Financial Services Inc, Geneos Wealth Management Inc, Barnhart-Arthur Investments, and IFA Wealth. David has passed the Series 66 regulatory exam and is registered to provide services in Arizona, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, Missouri, North Carolina, Texas, Vermont, and Virginia. Currently, David is part of Geneos Wealth Management, Inc, which operates out of Roanoke, Virginia. 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
David Arthur Work History
Ifa Wealth
Geneos Wealth Managment Inc
Ubs Financial Services Inc
Barnhart-Arthur Investments
Disclosures
Please visit the SEC profile of David Arthur 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
Addison, TX
Erie, PA
Ardmore, OK
Greenville, NC
Foxfield, CO
Foxfield, CO
Addison, TX
Roanoke, VA
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