Victoria M. Geiger
Professional summary
Victoria Mae Geiger, CFP®, who also goes by VIctoria Mae Rogers, Tori Mae Rogers, Victoria Rogers, is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victoria has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Mae Geiger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
September 27, 2021 - Present
GDS WEALTH MANAGEMENT
Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022June 24, 2021 - October 11, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 19, 2021 - October 11, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 10, 2019 - April 21, 2021
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2021)
Exams
Series 7TO
Date: 7/10/2019
General Securities Representative ExaminationCurrent Firm
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,420 |
| AUM (Assets Under Management) | $ 1,281,897,626 |
Red Flags
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