Firstadvisor, LLC (CRD# 135764) is a financial advisory firm headquartered in Wilmington, DE. They manage $8,212,863 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$157,940
- 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
- Pension consulting services
Geoff Langdon (CRD# 4062658) is an Investment Advisor Representative working at Firstadvisor, LLC in Wilmington, DE and has over 18 years of experience in the finance industry.