Victoria Geiger (CRD# 7124848) is an Investment Advisor Representative working at Gds Wealth Management in Flower Mound, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
One Way Holdings Llc D/b/a Gds Wealth Management | Flower Mound, TX | Jul 2021 - Current | 2 |
Raymond James Financial Services Advisors | Flower Mound, TX | Jun 2021 - Sep 2021 | < 1 |
Raymond James Financial Services, Inc. | Flower Mound, TX | Apr 2021 - Sep 2021 | < 1 |
Equitable Advisors, LLC | New York, NY | Jun 2019 - Apr 2021 | 1 |
Louisiana State University | Baton Rouge, LA | Aug 2015 - May 2019 | 3 |
Goddard School | Canton, GA | May 2018 - Jul 2018 | < 1 |
Magnolia Wealth Strategies | Baton Rouge, LA | May 2017 - Jun 2018 | 1 |
Goddard School | Canton, GA | Feb 2015 - Aug 2016 | 1 |
Independent Contractor | Woodstock, GA | Jun 2014 - Jul 2016 | 2 |
Sequoyah High School | Canton, GA | Aug 2011 - May 2015 | 3 |
Outback | Canton, GA | May 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- TX
-
Total Assets Under Management892MILLIONS
-
Total Number of Accounts2,641ACCOUNTS
-
Average Account Value$337,639
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, OK, TX
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.