Geneva Financial Group LLC
Geneva Financial Group LLC (CRD# 142899) is a financial advisory firm headquartered in , . They manage $4,400,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Geneva Financial Group LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$157,143
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Geneva Financial Group LLC
1
John Emmett (CRD# 2348092) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 29 years of experience in the finance industry.
2
Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 25 years of experience in the finance industry.
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