Larry Deal, financial advisor Omaha NE
93 score

Larry Deal

CRD Number: 5565394
Current Firm: Geneos Wealth Management, Inc.

Larry Deal (CRD# 5565394) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. York, NE Sep 2014 - Current 2
Sequoia Wealth Partners York, NE Aug 2008 - Current 8
Royal Alliance Associates, Inc. Columbus, NE Jul 2008 - Sep 2014 6
Larry Deal Consulting Hamilton, MO Jan 2008 - Feb 2009 1
Southwest Church Of Christ Jonesboro, AR Jul 2001 - Dec 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Larry A. Deal
Phone Number: 303-785-8470
Registered State(s):
  • NE
  • TX
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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