Peter Crimmins, financial advisor Flagstaff AZ
93 score

Peter Crimmins

CRD Number: 3028055
Current Firm: Geneos Wealth Management, Inc.

Peter Crimmins (CRD# 3028055) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Flagstaff, AZ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management, Inc. Mesa, AZ Nov 2012 - Current 4
Tasso Financial Mesa, AZ Nov 2012 - Current 4
Lincoln Investment Mesa, AZ Jun 2012 - Nov 2012 < 1
Capital Analysts Incorporated Cincinnati, OH Jan 2009 - Nov 2012 3
Mml Investors Services Inc. Phoenix, AZ Feb 2003 - Jan 2009 5
Mass Mutual Life Insurance Spfld, MA Jan 2003 - Jan 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Peter W. Crimmins
Phone Number: 303-785-8470
Registered State(s):
  • AZ
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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