Geneos Advisor Involved in $1 Million Investor Complaint

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Richard Braverman (CRD #: 1023227), a broker registered with Geneos Wealth Management, is involved in a $1,000,000 investor dispute, according to his BrokerCheck record, accessed on November 24, 2021. He also offers advisory services through Braverman Financial Associates. “Suitability” refers to the FINRA requirement that brokers only recommend investments that fit their financial goals and […]