Scott Geppert (CRD# 5548961) is an Investment Advisor Representative working at Stonekeep Investments, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.
CRD# 2908751
Cetera Investment Advisers LLC
CRD# 2603603
Thornburg Investment Management Inc.
CRD# 2843680
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonekeep Investments, LLC | Irving, TX | Aug 2020 - Current | 3 |
| Stonekeep Investments, LLC | Irving, TX | Jan 2020 - Current | 4 |
| Lcm Group | Dallas, TX | Mar 2011 - Jan 2020 | 8 |
| Toyota Financial Services | Plano, TN | Jun 2016 - Mar 2019 | 2 |
| Westwood Holdings Group | Dallas, TX | Mar 2012 - May 2016 | 4 |
- TX
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$392,735
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NE, NM, TN, TX
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