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Geneva D. Robertson

FARMERS FINANCIAL SOLUTIONS
Pacific Grove, CA 93950
Some features on this profile are disabled
CRD#: 850879
GR

Professional summary

Geneva Denise Robertson, CFP®, who also goes by Geneva Denise Gordon, Denise Mcarty, G. Denise Mcarty, Geneva Denise Mccarty, Denise Robertson, G Denise Robertson, G. Denise Robertson, Geneva Denise Robertson, Denise Wright, Geneva Denise Wright, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Pacific Grove, California.

Geneva is registered as a RR (Registered Representative) and started their career in finance in 1978. Geneva has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Geneva Denise Gordon | Denise Mcarty | G. Denise Mcarty | Geneva Denise Mccarty | Denise Robertson | G Denise Robertson | G. Denise Robertson | Geneva Denise Robertson | Denise Wright | Geneva Denise Wright

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Geneva Denise Robertson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1987

Experience

Current

November 30, 2001 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 620 Lighthouse Ave Ste 115, Pacific Grove, CA 93950
BD
CRD#: 103863
Pacific Grove, CA
Past

March 31, 1999 - December 11, 2001

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

February 16, 1985 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

December 17, 1984 - January 10, 1985

UR FINANCIAL, INC.

BD
CRD#: 10509
Past

June 24, 1980 - September 28, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

October 3, 1979 - June 27, 1980

WESCO SECURITIES, INC.

BD
CRD#: 6471
Past

April 3, 1978 - October 14, 1979

LFG SECURITIES, INC.

BD
CRD#: 5374

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/30/2001)
RR
Oklahoma
(11/30/2001)

Exams

State Security Law Exam
RR
Series 63
Date: 3/7/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/1980
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 3/20/1978
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/1/1981
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FARMERS FINANCIAL SOLUTIONS, LLC
FARMERS FINANCIAL SOLUTIONS | FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863 / SEC#: 801-108217, 8-52361

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
31051 Agoura Rd., Westlake Village, CA 91361
Mailing Address
31051 Agoura Rd., Westlake Village, CA 91361
Phone number
(818) 584-0200
Established
Nevada since 12/21/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FARMERS ADV PART 2A DISCLOSURE BROCHURE (1/31/2019)

Direct owners and executive officers

NamePositionCRD#
FFS HOLDING, LLCMANAGING MEMBER
BORKIN, JOSHUA ALANCHIEF FINANCIAL OFFICER6536355
DAHM, CHRISTINEBOARD MEMBER8191792
DO, CHAUSECRETARY7865522
HANSON, GUY MEADEBOARD MEMBER7165729
HOHL, DOREN EUGENEBAORD MEMBER1953425
ROBINSON, TARETHA ANNCHIEF COMPLIANCE OFFICER4539081
ROBINSON, TARETHA ANNDIRECTOR OF OPERATIONS4539081
SCHEAR, ZACHARYPRESIDENT5958762
SCOTT, JANICE GALEBOARD MEMBER7909854
WILLOUGHBY, DENITA ANNETTEBOARD MEMBER2368099

Disclosures

Regulatory Event5

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863Pacific Grove, CA 93950

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