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Geoffrey Caber
30 Years of Experience
State College, PA
Geoffrey Caber is a registered investment advisor at Abundance Wealth Counselors, LLC, based in State College, PA, with 30 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 511 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$1.6B
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Location
232 Regent Court, State College, PA, 16801
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Regulatory 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 →Employment History
Current Registrations
Abundance Wealth Counselors, LLC
August 2022 - Present · 3 yrs 8 mos
Avail Investment Partners, LLC
October 2021 - Present · 4 yrs 6 mos
Investment Research Partners
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Compass Investments LLC
January 2019 - November 2021 · 2 yrs 10 mos
Abundance Wealth Counselors, LLC
June 2017 - January 2019 · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2005 - December 2020 · 15 yrs 8 mos
Valley Forge Asset Management CORP.Broker
August 2003 - March 2004 · 7 mos
Aris Securities CompanyBroker
April 2001 - June 2002 · 1 yr 2 mos
First Union Securities, INC.Broker
July 1993 - December 2000 · 7 yrs 5 mos
State Registrations2 states
MAPA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.