Paul
French

Geneos Wealth Management, Inc

CRD#2859852
Investment Advisor
in Radford, VA

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About this Advisor

Paul French is a financial advisor based out of Radford, Virginia with 18 years of relevant experience. French is an advisor for Geneos Wealth Management, Inc. They have worked at Geneos Wealth Management, Inc for their entire career. French maintains Series 63 and Series 65 licenses, designating 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 firm that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 people on staff. It oversees $4 billion in assets across its 18,621 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 58 charitable organizations. Of its 18,621 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number 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 for financial advisory services usually are based on which service is offered. Fee types charged by Geneos Wealth Management, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Paul French Work History

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

2005 - Present (19 years)

Geneos 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 Paul French 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

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

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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