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AA

Amanda B. Arthur

Geneos Wealth Management, INC.
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Geneos Wealth Management, INC.
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

Location

2709 Brambleton Avenue, Roanoke, VA, 24015

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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 Activities

Amanda will work as a registered assistant under IFA Wealth Business. Amanda is also a notary public.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2015 - Present · 11 yrs 1 mo
Geneos Wealth Management, INC.Broker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
December 2010 - January 2015 · 4 yrs 1 mo
UBS Financial Services INC.Broker
November 2010 - January 2015 · 4 yrs 2 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.