AW
AW

Adam W. Workman

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

2709 Brambleton Avenue, Roanoke, VA, 24015

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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

Adam operates under the DBA IFA Wealth, located at a branch location, dedicating full-time hours. He is also a planning commissioner for the Montgomery County Planning Commission and an independent representative with various insurance carriers for fixed insurance business only.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2022 - Present · 3 yrs 11 mos
Geneos Wealth Management, INC.Broker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
First Citizens Investor Services, INC.Broker
October 2017 - October 2021 · 4 yrs
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.