Geoffrey Tully (CRD# 5730367) is an Investment Advisor Representative working at Arta Finance in Miami Shores, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| East Third LLC | Miami Shores, FL | Nov 2023 - Current | < 1 |
| The Leaders Group, Inc. | Littleton, CO | Sep 2020 - Current | 3 |
| Gt Advisory LLC | Miami Shores, FL | Mar 2019 - Current | 5 |
| Passerelle Solutions | Tampa, FL | Sep 2020 - Nov 2023 | 3 |
| Passarelle Partners | Miami, FL | Oct 2019 - Nov 2023 | 4 |
| Insight Securities, Inc. | Miami, FL | Oct 2019 - Sep 2020 | < 1 |
| Kawa Capital Management, Inc. | Aventura, FL | Apr 2017 - Sep 2019 | 2 |
| J.p. Morgan Securities, LLC | Miami, FL | Jul 2008 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Apr 2024 |
- FL
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts2,636ACCOUNTS
-
Average Account Value$51,178
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IL, LA, MA, NE, NH, NJ, NY, OR, TN, TX, VA, WA, WI
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