Tiffany Geyer, financial advisor Atlanta GA
96 score

Tiffany Geyer

CRD Number: 5338988
Current Firm: Gv Financial Advisors, Inc.

Tiffany Geyer (CRD# 5338988) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 8 years of experience in the finance industry. Tiffany Geyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securian Financial Services, Inc. St. Paul, MN Sep 2008 - Current 8
Gv Financial Advisors, Inc. Atlanta, GA Sep 2008 - Current 8
Gv Capital Management, Inc. Atlanta, GA Sep 2008 - Dec 2011 3
Securian Financial Services, Inc. St. Paul, MN May 2007 - Aug 2008 1
Gv Financial Advisors, Inc. Atlanta, GA May 2007 - Aug 2008 1
Georgia Institute Of Technology Atlanta, GA Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Tiffany Y. Geyer
Phone Number: 770-295-5600
Firm Website: http://gvfinancial.com/
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,163
    MILLIONS
  • Total Number of Accounts
    3,239
    ACCOUNTS
  • Average Account Value
    $359,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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