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Geoffrey Teale Chalmers

WOODSTOCK FINANCIAL GROUP, INC.·WOODSTOCK, Georgia
WOODSTOCK 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
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Geoffrey Teale Chalmers is a registered financial advisor based in WOODSTOCK, Georgia, affiliated with WOODSTOCK FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WOODSTOCK FINANCIAL GROUP, INC.
WOODSTOCK FINANCIAL GROUP, INC.
AUM
$246M
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at WOODSTOCK FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1986599
Firm CRD# 38095
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at WOODSTOCK FINANCIAL GROUP, INC.

Dale Conrad Welty
WOODSTOCK, GA
Melissa Lynn Whitley
WOODSTOCK, GA
Morris Leon Brunson
WOODSTOCK, GA

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