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 15 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Mid Atlantic Capital Corporation||York, PA||Jun 2007 - Current||10|
|Eca Investment Group||York, PA||Jun 2007 - Current||10|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.