Genesis Financial Advisors
Genesis Financial Advisors (CRD# 144693) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$133,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
Roger Simard (CRD# 2084434) is an Investment Advisor Representative working at Genesis Financial Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry. Roger Simard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.