Nancy GeorgenCRD Number: 1412524
Current Firm: Moneta Group Investment Advisors, LLC
Nancy Georgen (CRD# 1412524) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Moneta Group, LLC||Clayton, MO||Jan 2005 - Current||13|
|Moneta Group Investment Advisors, LLC||Clayton, MO||Jan 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
Total Assets Under Management16,195MILLIONS
Total Number of Accounts21,737ACCOUNTS
Average Account Value$745,037
- 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 pooled investment vehicles (other than investment companies)
- 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
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI