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
http://www.genevafinancialgroup.net
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Geneva Financial Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Emmett, financial advisor Allen TX
John S. Emmett
CRD#: 2348092
Allen, TX

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, financial advisor Allen TX
Gregory P. Liesen
CRD#: 3187833
Allen, TX

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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