Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karolyn? Claim Your ProfileKarolyn Lunsford is a financial advisor with Geneos Wealth Management, Inc. She is a Certified Financial Planner™ professional with over 25 years of experience in the financial services industry. She has a strong track record of providing personalized financial planning and investment management services to a diverse clientele. Karolyn has worked previously with Woodbury Financial Services, Inc., Washington Square Securities, Inc. and Fortis Investors, Inc. Her prior roles have provided her with broad experience in a variety of areas including wealth management, retirement planning, and insurance. Karolyn is committed to building long-term relationships with her clients and helping 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
GA
02/05/2015 - Present
Geneos Wealth Management, Inc. (ELBERTON GA)
GA
06/12/2003 - 02/11/2015
WOODBURY FINANCIAL SERVICES, INC. (LAWRENCEVILLE GA)
CT
07/25/1994 - 06/17/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/01/1994 - 08/02/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Karolyn Lunsford is the right advisor for you? Invested Better is here to help.
