Geoffrey Morris (CRD# 2878630) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centerville, OH and has over 22 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Geoff & Associates LLC | Beavercreek, OH | Jan 2017 - Current | 7 |
Transamerica Financial Advisors, Inc. | Dayton, OH | Jan 2012 - Current | 12 |
World Financial Group, Inc. | Dayton, OH | Jun 2001 - Current | 22 |
Greene Valley Recreational Club | Beavercreek, OH | Oct 2017 - Jan 2018 | < 1 |
Morris Financial | Dayton, OH | Nov 2009 - Sep 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2002 |
S65 | NASAA Investment Advisors Law Examination | May 2009 |
- NC
- OH
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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