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Geoffrey Dann
from Sheets Smith Wealth Management
Geoffrey Dann is a financial advisor based in North Carolina, Winston Salem,
with 14 years of experience. Geoffrey currently works for
Sheets Smith Wealth Management.
Geoffrey maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Geoffrey Dann works at Sheets Smith Wealth Management
Sheets Smith Wealth Management is a financial advisory firm based in Winston Salem, North Carolina. It currently has approximately $965,128,890 of assets under management and employs about 14 people. Sheets Smith Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
120 Club Oaks Court, Suite 200, Winston Salem, North Carolina, 27104
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