Unclaimed
Garry Dean Dippel is a financial advisor with Geneos Wealth Management, Inc. in Georgetown, Texas. Garry has been in the financial services industry since 1983 and has experience in investment advisory, brokerage and financial planning services. Garry is registered with FINRA and the state of Texas. Garry has been an advisor with Geneos Wealth Management, Inc. since 2003. Garry is a licensed advisor with a wide range of experience and is prepared to help his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
01/02/2004 - Present
Geneos Wealth Management, Inc. (GEORGETOWN TX)
CO
09/12/2003 - 12/31/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
CO
04/14/2000 - 10/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
08/08/1983 - 04/13/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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