GV
GV

Geoffrey Dean Voorhees

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M

Fee Structure

Minimum Investment:None
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Location

255 Primera Blvd, Suite 160, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Geoffrey has been an insurance agent since 2001, selling life insurance, health insurance, and fixed annuities. This activity takes nearly full-time hours.

Employment History
Current Registrations
Familywealth
February 2023 - Present · 3 yrs
Previous Registrations
Mutual of Omaha Investor Services, INC.
August 2010 - January 2023 · 12 yrs 5 mos
Mutual of Omaha Investor Services, INC.Broker
February 2001 - January 2023 · 21 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.