Michael Canestrari (CRD# 6779362) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has over 7 years of experience in the finance industry.
CRD# 4500929
Truist Advisory Services, Inc.
CRD# 6870250
Lpl Financial LLC
CRD# 4339995
Roger R. Bell & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Radford, VA | Jan 2022 - Current | 2 |
| Plott & French Financial Advisors | Radford, VA | Jan 2022 - Current | 2 |
| Plott & French Financial Advisors | Radford, VA | Nov 2021 - Jan 2022 | < 1 |
| Geneos Wealth Management | Radford, VA | Nov 2021 - Jan 2022 | < 1 |
| Woodmen Financial Services, Inc. | Omaha, NE | Apr 2017 - Nov 2021 | 4 |
| Woodmen Of The World Life Insurance Society | Omaha, NE | Feb 2017 - Nov 2021 | 4 |
| Unemployed | Roanoke, VA | Jul 2016 - Feb 2017 | < 1 |
| Oakey's Funeral Service | Roanoke, VA | May 2010 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- VA
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Total Assets Under Management5,163MILLIONS
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Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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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