Geoffrey Frederick Forcino

Employer firm

Kathmere Capital Management, LLC CRD 305118

$3.48B regulatory AUM 63 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2007 → 09/2019
  Lpl Financial Llc
  King Of Prussia, PA
• 05/2012 → 09/2019
  Private Advisor Group, Llc
  King Of Prussia, PA
• 09/2019 → Present
  Kathmere Capital Management
  Wayne, PA
• 10/2019 → 03/2024
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-05-24 → 2019-10-09
  Lpl Financial Llc
  Bryn Mawr, PA
  Fort Mill, SC
  King Of Prussia, PA
  King Of Prussia, PA
  King Of Prussia, PA
• 2012-05-30 → 2019-10-01
  Private Advisor Group, Llc
  Morristown, NJ
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

~1) Kathmere Capital Management LLC; Investment Related; 435 Devon Park Drive, Suite 715, Wayne PA 19087; RIA/Wealth Management/Corporate Retirement Plan Consulting; Director of Retirement Plan Services/Owner/Principle;09/2019; 45 hours a week, 30 trading hours a week; Run retirement plan department and act as an advisor to corporate retirement plans, financial planning and wealth management. ~2) Fixed Insurance; Not Investment Related; 435 Devon Park Drive, Suite 715, Wayne PA 19087; Fixed Insurance, Life, Health, LTC, etc.; Sole Proprietor; 01/2007; 3 hours a week, 3 trading hours a week; Fixed Insurance needs of clients. ~3) Geoffrey F. Forcino, Inc.; Investment Related; 16 Hickory Lane, Malvern, PA 19355; S-Corp set up for tax purposes and Liability; President; 11/2013; 2 hours a month, 1 trading hour a month; President of the company. No other employees. My commissions flowed through the S-Corp. ~4) Lion Street; Investment related; 515 Congress Ave, #2500 Austin TX 78701; Insurance Agency; Agent 4/4 hours/security hours a month; provide insurance advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-23
• S63 Uniform Securities Agent State Law Examination
  2005-05-10

Other Names

• Geoff Forcino
• Geoffrey F Forcino