Geoffrey Mettler (CRD# 2429159) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Concord, CA and has over 26 years of experience in the finance industry.
CRD# 6435798
Ameritas Advisory Services, LLC
CRD# 6782962
J.p. Morgan Securities LLC
CRD# 4167964
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Concord, CA | Apr 2018 - Current | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Apr 2018 | < 1 |
| Independent Financial Partners | Concord, CA | Oct 2016 - Jan 2018 | 1 |
| Lpl Financial, LLC | Concord, CA | Nov 2010 - Jan 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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