Robert PitnerCRD Number: 1861208
Current Firm: Geneos Wealth Management, Inc.
Robert Pitner (CRD# 1861208) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 29 years of experience in the finance industry. Robert Pitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Virginia Capital Strategies
|Geneos Wealth Management, Inc.||Denver, CO||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
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