linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Geoffrey Scott Cable

Destination Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your Profile

About Geoffrey Scott Cable

Geoffrey Scott Cable is an investment advisor representative with Destination Wealth Management. Geoffrey is a Certified Financial Planner and has been in the industry since 1991. Geoffrey holds Series 7, Series 63, and Series 65 licenses and is registered in California, Hawaii, and Texas. Geoffrey specializes in providing financial planning services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Destination Wealth Management is a Registered Investment Advisor that specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. The firm has over $3.7 billion in assets under management.

Firm Information

Geoffrey Cable is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Geoffrey Cable’s Registration & Firm History

CA

08/19/2009 - Present

Destination Wealth Management (WALNUT CREEK CA)

NY

12/09/1994 - 02/28/1995

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NY

08/29/1991 - 12/09/1994

MERCER ALLIED CORPORATION (ALBANY NY)

Not sure if Geoffrey Scott Cable is right for you?

Licenses & Designations

IA

Issued 01/14/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Scott Cable.
Not sure if Geoffrey Scott Cable is right for you?