Robert
Arthur

Geneos Wealth Management, Inc

CRD#5092428
Investment Advisor
in Roanoke, VA

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About this Advisor

Robert Arthur is a financial advisor based in Roanoke, Virginia, working with Geneos Wealth Management, Inc. Robert has previously held positions at Geneos Wealth Management, Investors Financial Advisors, and Ifa Wealth. Robert 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, Robert 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

Series 66

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

2709 Brambleton Avenue
Roanoke, VA 24015

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,163,064,970

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

200

VA Average: 28
Total Number of Accounts

21,980

VA Average: 1,101
Average Account Size

$234,898

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

Robert Arthur Work History

2020 - Present (4 years)

Ifa Wealth

2013 - Present (11 years)

Geneos Wealth Management

2013 - 2020 (7 years)

Investors Financial Advisors

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Disclosures

Please visit the SEC profile of Robert 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

Giovanni Flores
Addison, TX
Dillon Lambert
Ardmore, OK
Robert Stoner
Erie, PA
Anna Fanning
Foxfield, CO
Jameson Taunton
Greenville, NC
Travis Martin
Addison, TX
David Arthur
Roanoke, VA
Anthony Finch
Foxfield, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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