It's a fine line between doing things right and seeing things from the rep's point of view; they really get it here at Geneos...It's obvious that they care about our success.
- Geneos Advisor
As an Independent Financial Advisor you need a Broker-Dealer that truly partners with you in supporting your business on your way to achieving your goals and vision. Geneos takes that partnership very seriously. Our commitment to helping our advisors achieve their goals is what drives us every day.
The independent Broker-Dealer marketplace is crowded and often confusing as to who is offering what? At Geneos we are re-defining what a true independent Broker-Dealer should be and more importantly, not be.
As Geneos continues to strive to be the premier independent Broker-Dealer in the industry we have made a commitment to grow our firm to no more than 500 elite advisors. While limiting your growth may seem drastic we are firm believers that in this industry nothing destroys a great independent Broker-Dealer like rapid growth and ultimately just getting too big.