AF
CFP
AF
CFP

Anthony Lawrence Finch

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

Foxfield, CO

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History

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.

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Other Business ActivitiesSells Insurance

Anthony works under the business name G5 Financial Group LLC and is an independent representative with various insurance carriers for fixed insurance sales. He is also a registered assistant at LP Finch and Associates Inc and owner of ALFa Wealth LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2023 - Present · 3 yrs 1 mo
Geneos Wealth Management, INC.Broker
June 2022 - Present · 3 yrs 8 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Lawrence Finch - Financial Advisor | TrueAdvisor