Giovanni M. Flores
Investment adviser representative at Geneos Wealth Management, Inc.
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Geneos Wealth Management, Inc.Oct 2020 to now
- Weaver, Ware & Martin Wealth Management and Advisory ServicesOct 2020 to now
- Hornor Townsend & Kent IncApr 2019 to Oct 2020
- Penn Mutual Life Insurance CompanyJan 2018 to Oct 2020
- T-mobileMay 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TX).
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
- 7089254
- Firm CRD
- 120894