Geoffrey S. Cable
Professional summary
Geoffrey Scott Cable, CFP®, who also goes by Georffrey Scott Cable, Geoffrey Scott Calbe, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Geoffrey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Scott Cable's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
September 12, 2005 - Present
DESTINATION WEALTH MANAGEMENT
Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597December 9, 1994 - February 28, 1995
MERCER ALLIED COMPANY, L.P.
August 29, 1991 - December 9, 1994
MERCER ALLIED CORPORATION
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2005)
(3/24/2016)
(8/19/2009)
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
Red Flags
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Company Information
DESTINATION WEALTH MANAGEMENT
CRD#: 110365Walnut Creek, CA 94597TRUST BUT VERIFY
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