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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Matthew Thornett is an Investment Advisor Representative at Keel Point, LLC. Geoffrey has been in the securities industry since 2003 and has a broad range of experience in financial planning, portfolio management for businesses and individuals, and consulting services to third-party RIAs. Geoffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63, and Series 65 licenses. He is also registered as an Investment Advisor Representative in 16 states and has been with Keel Point, LLC since 2015. Before joining Keel Point, LLC, Geoffrey worked for WFG Investments, Inc. and American Securities Group, Inc.. Geoffrey is committed to providing his clients with personalized financial advice and strategies to help them 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.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
08/30/2017 - Present
Keel Point, LLC (VIENNA VA)
VA
08/26/2009 - 12/31/2014
WFG INVESTMENTS, INC. (VIENNA VA)
VA
04/03/2006 - 08/27/2009
AMERICAN SECURITIES GROUP, INC. (VIENNA VA)
VA
09/12/2003 - 03/31/2006
PRIVATE CONSULTING GROUP, INC. (ARLINGTON VA)
IA
Issued 06/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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