Geoffrey Paul Mavar
Professional Summary
Geoffrey Paul Mavar is a registered financial advisor currently at CHICKASAW CAPITAL MANAGEMENT, LLC located in Memphis, Tennessee and CHICKASAW SECURITIES, LLC located in Memphis, Tennessee. Geoffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Geoffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 3, Series 7, Series 24 and Series 27...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
CHICKASAW CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
6075 Poplar Ave Suite 720, Memphis, TN 38119Phone Number
(901) 537-1866# of Employees
19SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
441AUM (Assets Under Management)
$2,545,885,165Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CHICKASAW CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(2/18/2004)
(2/17/2017)
(2/17/2017)
(2/17/2017)
(3/17/2005)
(2/28/2007)
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(3/2/2017)
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(2/17/2017)
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(2/23/2005)
(10/2/2012)
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(3/1/2017)
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(1/27/2004)
(2/17/2017)
(11/10/2011)
(2/17/2017)
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(1/7/2004)
(2/17/2017)
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(4/4/2017)
(3/25/2011)
(2/17/2017)
(2/25/2007)
(2/17/2017)
(1/3/2004)
(1/5/2004)
(4/19/2017)
(2/19/2017)
(2/17/2017)
(2/17/2017)
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(3/28/2011)
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(12/18/2003)
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(2/23/2010)
(2/17/2017)
(6/24/2005)
(8/3/2006)
(1/2/2018)
(3/2/2017)
(2/17/2017)
(1/5/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Paul Mavar's CRS (Customer Relationship Summary).
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