Geoffrey Deasey (CRD# 1395822) is an Investment Advisor Representative working at Dillon Capital Management in Ambler, PA and has over 38 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dillon Capital Management | Ambler, PA | Oct 2020 - Current | 3 |
| Columbus Macro | Hermitage, PA | Dec 2017 - Jul 2020 | 2 |
| Ironview Capital Management, LLC | Blue Bell, PA | Mar 2016 - Dec 2017 | 1 |
| Dillon Capital Management | Ambler, PA | Jun 2014 - Mar 2017 | 2 |
| Aua Capital Management | Mechanicsburg, PA | May 2015 - Jun 2016 | 1 |
| Chester County Asset Management, Inc. | Philadelphia, PA | Aug 2014 - Dec 2015 | 1 |
| Freelance Consultant | Wynnewood, PA | Feb 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- PA
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$749,277
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.