Ian GeevesCRD Number: 5328479
Current Firm: U.s. Bancorp Investments, Inc.
Ian Geeves (CRD# 5328479) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hemet, CA and has over 8 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cambridge Investment Research Advisors, Inc.
|U.s. Bancorp Investments, Inc.||Sun City, CA||Jun 2012 - Current||5|
|Chase Investment Service Corp||Carlsbad, CA||Jun 2010 - Jun 2012||2|
|Bancwest Investment Services||Fullerton, CA||Aug 2008 - Jun 2010||1|
|James Hendries/lpl Financial Services||Huntington Beach, CA||Jan 2007 - Jul 2008||1|
|State Farm||San Clemente, CA||Dec 2006 - Jan 2007||< 1|
|Allstate||San Clemente, CA||Dec 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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