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Geoffrey Dean Voorhees

Familywealth

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About Geoffrey Dean Voorhees

Geoffrey Voorhees is an investment advisor representative with Familywealth. Geoffrey has over 20 years of experience in the financial services industry. Geoffrey specializes in financial planning, portfolio management, and retirement planning. Geoffrey also provides advisory services to individuals and businesses. Geoffrey holds the Series 6, 63, and 65 licenses. Geoffrey is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Geoffrey Voorhees is currently registered with Familywealth. Familywealth is an investment advisor based in Lake Mary, FL, with 12 investment advisor representatives and 9 licensed agents. The firm manages $316,315,559 in assets under management, providing advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer advice to use models of related investment advisors.
Familywealth

255 PRIMERA BLVD

LAKE MARY, FL 32746

$316.32M

Assets Under Management

1

Total Clients

8

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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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.

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advice to use models of related investment adviser

Advice to use models of related investment adviser

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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Geoffrey Voorhees’s Registration & Firm History

FL

02/03/2023 - Present

Familywealth (LAKE MARY FL)

FL

02/27/2001 - 01/12/2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LAKE MARY FL)

WI

04/22/1998 - 01/10/2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 08/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Dean Voorhees.
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