Unclaimed Profile

Geoff Adam Havre

FIRST FINANCIAL EQUITY CORPORATION·SCOTTSDALE, Arizona

SIE, Series 4, Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 99TOFIRST FINANCIAL EQUITY CORPORATION

7373 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253CRD# 1793873Firm CRD# 16507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoff Adam Havre · SCOTTSDALE, AZ

Registration

CRD #1793873 · FIRST FINANCIAL EQUITY CORPORATION

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

FIRST FINANCIAL EQUITY CORPORATION

CRD 16507 · SEC 801-63970

AUM

$2.4B

Regulatory assets under management

Employees

174

5,755 client accounts

Services offered by FIRST FINANCIAL EQUITY CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST FINANCIAL EQUITY CORPORATION →

Introduction

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Frequently Asked Questions

What services does Geoff Adam Havre offer?

Geoff Adam Havre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Geoff Adam Havre's credentials?

Geoff Adam Havre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoff Adam Havre located?

Geoff Adam Havre is based in SCOTTSDALE, Arizona, working with FIRST FINANCIAL EQUITY CORPORATION. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Geoff Adam Havre charge for services?

Geoff Adam Havre's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST FINANCIAL EQUITY CORPORATION?

FIRST FINANCIAL EQUITY CORPORATION has approximately 174 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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