AdvisorOS Directory
Claim Profile
Unclaimed Profile
GC

Geoffrey Teale Chalmers

WOODSTOCK FINANCIAL GROUP, INC.·WOODSTOCK, Georgia
SIE, Series 7, Series 24, Series 63, Series 65, Series 79TOWOODSTOCK FINANCIAL GROUP, INC.
117 TOWNE LAKE PARKWAY, WOODSTOCK, GA 30188CRD# 1986599Firm CRD# 38095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Teale Chalmers · WOODSTOCK, GA
Registration
CRD #1986599 · WOODSTOCK FINANCIAL GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 79TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
WOODSTOCK FINANCIAL GROUP, INC.
CRD 38095 · SEC 801-65881
AUM
$246M
Regulatory assets under management
Employees
60
1,857 client accounts
Services offered by WOODSTOCK FINANCIAL GROUP, 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 WOODSTOCK FINANCIAL GROUP, INC. →
Introduction

Speak with Geoffrey Teale

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Geoffrey Teale is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODSTOCK?

Browse all registered financial advisors in WOODSTOCK, Georgia or claim this profile if it's yours.

Browse WOODSTOCK AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Geoffrey Teale Chalmers offer?
Geoffrey Teale Chalmers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Geoffrey Teale Chalmers's credentials?
Geoffrey Teale Chalmers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Teale Chalmers located?
Geoffrey Teale Chalmers is based in WOODSTOCK, Georgia, working with WOODSTOCK FINANCIAL GROUP, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Geoffrey Teale Chalmers charge for services?
Geoffrey Teale Chalmers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSTOCK FINANCIAL GROUP, INC.?
WOODSTOCK FINANCIAL GROUP, INC. has approximately 60 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WOODSTOCK FINANCIAL GROUP, INC.

Melissa Lynn Whitley
WOODSTOCK, GA
Dale Conrad Welty
WOODSTOCK, GA

More Advisors in WOODSTOCK, Georgia

William Jasper Raike
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
David Earl Hultstrom
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anitha G Rao
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anthony Douglas Branca
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
Justin Pitcock
GOODWIN INVESTMENT ADVISORY, LLC·WOODSTOCK, GA
Timothy John Goodwin
GOODWIN INVESTMENT ADVISORY, LLC·WOODSTOCK, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile