Paul French, financial advisor Radford VA

Paul French

CRD Number: 2859852
Current Firm: Geneos Wealth Management, Inc.

Paul French (CRD# 2859852) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management, Inc. Radford, VA Apr 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Paul J. French
Phone Number: 303-785-8470
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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