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Erin Lougene Daugherty

Geneos Wealth Management, Inc.

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About Erin Lougene Daugherty

Erin Lougene Daugherty is a registered representative with Geneos Wealth Management, Inc. located in Denver, CO. Erin has been working in the financial industry since 2001 and has a combined total of 15 years of experience as a registered representative and investment advisor representative. Erin Daugherty holds Series 7, 66, and SIE licenses. Erin has worked at First Allied Securities, Inc. and Joseph S Sturinolo & Associates before joining Geneos Wealth Management, Inc.

Firm Information

Erin Daugherty is currently registered with Geneos Wealth Management, Inc.. Geneos Wealth Management, Inc. is a corporation formed in April 2002 and headquartered in Englewood, Colorado. They are a registered investment advisor with the SEC and all 50 states. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals, businesses, and select other advisors. Geneos Wealth Management manages over $5.2 billion in assets for approximately 21,260 clients.
Geneos Wealth Management, Inc.

9635 MAROON CIRCLE

ENGLEWOOD, CO 80112

$5.21B

Assets Under Management

150

Total Clients

214

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erin Daugherty’s Registration & Firm History

CO

09/02/2021 - Present

Geneos Wealth Management, Inc. (DENVER CO)

CA

03/02/2001 - 04/21/2003

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Erin Lougene Daugherty. Review regulatory record here.
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