Larry DealCRD 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 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Geneos Wealth Management Inc.||York, NE||Sep 2014 - Current||3|
|Sequoia Wealth Partners||York, NE||Aug 2008 - Current||9|
|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|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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