John Geisbauer (CRD# 2927334) is an Investment Advisor Representative working at Centerpoint Financial Management LLC in Irvine, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Navigate Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Centerpoint Financial Management LLC | Newport Beach, CA | Aug 2019 - Current | 5 |
Independent Consultant | Newport Beach, CA | Jul 2019 - Current | 5 |
Brunton Management Company | Newport Beach, CA | Jul 2008 - Jul 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$284,504
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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