Arthur AlmassyCRD Number: 3825
Current Firm: Geneos Wealth Management, Inc.
Arthur Almassy (CRD# 3825) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 40 years of experience in the finance industry.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|Geneos Wealth Management, Inc.||Scottsdale, AZ||Jan 2005 - Current||17|
|Almassy Financial||Scottsdale, AZ||Jan 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1981|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management4,630MILLIONS
Total Number of Accounts20,044ACCOUNTS
Average Account Value$230,999
- 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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