Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Sargeant is a registered Investment Advisor Representative associated with Sb Advisory, LLC. Geoffrey has been in the industry for over 20 years and is licensed in New Jersey. He is a registered representative with SB Advisory, LLC and has been with the firm since January 2023. Geoffrey has a strong track record of success in the financial services industry, and he is committed to providing his clients with the highest quality of service. Geoffrey is a graduate of [insert college name or degree].
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
10/10/2024 - Present
SB Advisory, LLC (ATLANTA GA)
Active
Inactive
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