Geoffrey IrvingCRD Number: 7130726
Current Firm: Equitable Advisors, LLC
Geoffrey Irving (CRD# 7130726) is an Investment Advisor Representative working at Equitable Advisors, LLC in Syracuse, NY and has over 2 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Lpl Financial LLC
Rbc Capital Markets, LLC
|Equitable Advisors, LLC||New York, NY||Jun 2019 - Current||3|
|Equitable||Syracuse, NY||Aug 2015 - Current||7|
|American Made Games Inc.||Syracuse, NY||Nov 2005 - Current||17|
|Axa Advisors, LLC||New York, NY||Jun 2019 - Jun 2020||1|
|Axa Equitable||Syracuse, NY||Aug 2015 - Jun 2020||4|
|Gypsum Express Ltd.||Baldwinsville, NY||Nov 2013 - Jun 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- 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, 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, VI, VT, WA, WI, WV, WY
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