Raleigh Smith
Investment adviser representative at Geneos Wealth Management, Inc.
9 yearsExperience
1 stateRegistered in
$9.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- G5 Financial GroupOct 2025 to now
- Geneos Wealth Management, Inc.May 2025 to now
- LP Finch and Associates Inc.May 2025 to now
- Fidelity InvestmentsApr 2022 to May 2025
- Pruco Securities LLCJan 2022 to Mar 2022
- The Prudential Insurance Company of AmericaJan 2022 to Mar 2022
- Transamerica Investors Securities CorporationNov 2017 to Dec 2021
- Transamerica Retirement SolutionsNov 2017 to Dec 2021
- Transamerica Capital IncOct 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Geneos Wealth Management, Inc.
$9.2BAssets managed
21,668Clients
184Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6506659
- Firm CRD
- 120894