Geoffrey Treat
Geoffrey Treat is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Geoffrey is the president, owner, and agent for Team Financial Network/Teachers Financial Services, dedicating full-time hours to financial and insurance sales and services. He also volunteers with Operation Surf, a nonprofit for veteran rehabilitation, spending minimal time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Retirement Advisors
Cambridge Investment Research, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
Lincoln Investment Planning, INC.Broker
State Registrations13 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.