Gavin ComptonCRD Number: 6488976
Current Firm: Geneos Wealth Management, Inc.
Gavin Compton (CRD# 6488976) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pueblo, CO and has over 4 years of experience in the finance industry.
State Farm Investment Management Corp.
Rbc Capital Markets, LLC
Wells Fargo Clearing Services, LLC
|Geneos Wealth Management Inc.||Pueblo, CO||Feb 2019 - Current||2|
|Colorado Financial Strategies Group||Pueblo, CO||Feb 2019 - Current||2|
|Fsc Securities Corp||Atlanta, GA||Sep 2016 - Feb 2019||2|
|James F. Poole And Associates||Pueblo, CO||May 2015 - Feb 2019||3|
|Desert Hawk Golf Course||Pueblo West, CO||May 2009 - Aug 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management4,580MILLIONS
Total Number of Accounts18,719ACCOUNTS
Average Account Value$244,687
- 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, WY
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