Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Gene Russell is a Registered Representative and Investment Adviser Representative with Pinnacle Family Advisors, LLC. Geoffrey has been in the securities industry since July 2005 and is licensed in several states. Geoffrey holds the Series 7, Series 63, and Series 65 licenses. Geoffrey is a Registered Representative with Edward Jones and Smith, Moore & Co. and has been with Pinnacle Family Advisors, LLC since July 2012.
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.
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.
Strategic management for diversified investment portfolios.
Financial and business consulting
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.
Shares in fees paid to third party advisers; % of plan assets
1
2
MO
08/16/2012 - Present
Pinnacle Family Advisors, LLC (SPRINGFIELD MO)
MO
02/04/2011 - 07/13/2012
SMITH, MOORE & CO. (SPRINGFIELD MO)
MO
07/20/2005 - 02/07/2011
EDWARD JONES (SPRINGFIELD MO)
IA
Issued 05/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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