Geoff Beck, financial advisor Carmel IN

Geoff Beck

CRD Number: 6810600
Current Firm: Valeo Financial Advisors, LLC

Geoff Beck (CRD# 6810600) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry. Geoff Beck 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
Valeo Financial Advisors Indianapolis, IN Aug 2017 - Current 3
Student Indianapolis, IN Jan 2001 - May 2018 17

Geoff Beck has no recent exams reported.
Contact Info for Geoff M. Beck
Phone Number: 317.218.6000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,922
    MILLIONS
  • Total Number of Accounts
    11,351
    ACCOUNTS
  • Average Account Value
    $433,658
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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