Pamala Reichert, financial advisor Centennial CO
93 score

Pamala Reichert

CRD Number: 3105359
Current Firm: Geneos Wealth Management, Inc.

Pamala Reichert (CRD# 3105359) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management, Inc. Centennial, CO Mar 2007 - Current 9
Kaiser And Company Cheyenne, WY Nov 2012 - May 2013 < 1
Kaiser And Company Cheyenne, WY Jan 2011 - May 2011 < 1
United Securities Alliance, Inc. Greenwood Village, CO Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Pamala A. Reichert
Phone Number: 303-785-8470
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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