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Anthony Hammer

19 Years of Experience
BrokerSells Insurance

Anthony Hammer is a registered investment advisor at Geneos Wealth Management, INC., based in Knoxville, TN, with 19 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.

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Location

306 Prosperity Road, Suite 101, Knoxville, TN, 37923

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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

Anthony will operate under the name Prosperity Partners Wealth Management LLC at the branch location. He is also an independent representative with various insurance carriers for fixed insurance business.

Employment History
Current Registrations
Geneos Wealth Management, INC.
February 2015 - Present · 11 yrs 2 mos
Geneos Wealth Management, INC.Broker
February 2015 - Present · 11 yrs 2 mos
Previous Registrations
Woodbury Financial Services, INC.
April 2013 - February 2015 · 1 yr 10 mos
Woodbury Financial Services, INC.Broker
April 2013 - February 2015 · 1 yr 10 mos
Edward Jones
February 2007 - April 2013 · 6 yrs 2 mos
Edward JonesBroker
December 2006 - April 2013 · 6 yrs 4 mos
State Registrations11 states
ALCACOFLGAIDILKYOHTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.