Geoffrey Dettlinger
Geoffrey Dettlinger is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Indian Wells, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Indian Wells, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey supports the fundraising efforts of the men's crew team at UC Berkeley. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 states
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