Karolyn Lunsford
Karolyn Lunsford is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Elberton, GA, with 32 years of industry experience. Karolyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
Elberton, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Karolyn operates under "The Flo Approach", is an independent representative with various insurance carriers for fixed insurance products, and has joint land ownership through The Rucker Group LLC. She is also the owner/president of Lunsford Financial Planning Inc and head coach of a travel softball team.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Private Client Services, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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