George Richard Truitt

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Geneos Wealth Management, Inc
  Tyler, TX
• 04/2007 → Present
  Willam F. Robertson & Associates
  Tyler, TX

Previous Registrations

• 2002-10-07 → 2008-08-26
  William F. Robertson & Associates
  Fort Worth, TX
• 2002-11-15 → 2007-05-03
  Osaic Wealth, Inc.
  Ft Worth, TX
  Fort Worth, TX

Other Businesses

1) DBA:OWNER OF WILLIAM F ROBERTSON & ASSOCIATES BUSINESS LOCATED AT BRANCH LOCATION. 2) KS FINANCIAL GROUP INC. 3) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) TAX PREPARATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-16

Other Names

• Richard Truitt