GV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Investment Management
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Advisor Information
Office location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Geoffrey has been an insurance agent since 2001, selling life insurance, health insurance, and fixed annuities. This activity takes nearly full-time hours.
Employment History
Current Registrations
Familywealth
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
August 2010 - January 2023 · 12 yrs 5 mos
Mutual of Omaha Investor Services, INC. Broker
February 2001 - January 2023 · 21 yrs 11 mos
Northwestern Mutual Investment Services, LLC Broker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.