Unclaimed Profile

David Louis Geller

JOYN ADVISORS, INC.·ATLANTA, Georgia

SIE, Series 4, Series 7, Series 24, Series 63, Series 65CFPClean record25 years registeredJOYN ADVISORS, INC.

1100 ABERNATHY ROAD, ATLANTA, GA 30328-5646CRD# 1580648Firm CRD# 106725

Profile Verification

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

Identity

David Louis Geller · ATLANTA, GA

Registration

CRD #1580648 · JOYN ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOYN ADVISORS, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2020 – Sep 2022

Atlanta, GA

SECURIAN FINANCIAL SERVICES, INC.

Aug 2007 – Apr 2020

ATLANTA, GA

GV FINANCIAL ADVISORS, INC.

Sep 2000 – Dec 2011

ATLANTA, GA

JOYN ADVISORS, INC.

Sep 2000 – Apr 2020

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 12, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOYN ADVISORS, INC.

CRD 106725 · SEC 801-39720

AUM

$1.4B

Regulatory assets under management

Employees

2,970 client accounts

Services offered by JOYN ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOYN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Louis Geller offer?

David Louis Geller specializes in Financial Planning, Investment Management, Wealth Management.

What are David Louis Geller's credentials?

David Louis Geller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Louis Geller located?

David Louis Geller is based in ATLANTA, Georgia, last registered with JOYN ADVISORS, INC..

How does David Louis Geller charge for services?

David Louis Geller's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOYN ADVISORS, INC.?

JOYN ADVISORS, INC. has approximately 38 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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