Geoffrey PlattCRD Number: 4531566
Current Firm: Eca Investment Group Inc.
Geoffrey Platt (CRD# 4531566) is an Investment Advisor Representative working at Eca Investment Group Inc. in York, PA and has over 14 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Mid Atlantic Capital Corporation||York, PA||Jun 2007 - Current||9|
|Eca Investment Group||York, PA||Jun 2007 - Current||9|
|Sterling Financial Trust Company||Lancaster, PA||Jan 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management428MILLIONS
Total Number of Accounts1,049ACCOUNTS
Average Account Value$407,720
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters