Mary
Plott

Geneos Wealth Management, Inc

CRD#1871457
Investment Advisor
in Radford, VA

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About this Advisor

Mary Plott is a chartered financial consultant who works out of Radford, Virginia who has 18 years of relevant experience. Plott works at Geneos Wealth Management, Inc. Throughout their career, Plott has worked at Geneos Wealth Management, Inc and Plott & French Financial Advisors. Plott has a Series 63 license, designating them as a securities agent, and is approved to work in Virginia. Geneos Wealth Management, Inc is a registered investment business operating out of Englewood, CO. The company has offices in 114 locations and a total of 200 financial advisors. It manages $4 billion in total assets among its 18,621 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 58 charities and foundations. Of its 18,621 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Geneos Wealth Management, Inc 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. Fees for financial management depend on which services are provided. Fees billed by Geneos Wealth Management, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

18 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

Mary Plott Work History

Mary has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Geneos Wealth Management, Inc

2005 - Present (19 years)

Plott & French Financial Advisors

*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 Mary Plott 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

Michelle France
Midvale, UT
Andrew Dziedzic
Montgomeryville, PA
Robert Arthur
Roanoke, VA
Thomas Wint
Sellersburg, IN
Paul Knipping
Englewood, CO
Brent Donovan
La Canada Flintridge, CA
Anthony Hammer
Knoxville, TN
Robert Eberhardt
Littleton, 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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