Tierra Verde, FL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,716 advisors across 10,430 offices

Location

Tierra Verde FL

Advisors at this office

4

Advisors at this office

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Angela R

Series 66

Tierra Verde, FL

LPL Financial

Angela Renna is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at OSAIC and Sii. Renna is also involved in health insurance and Medicare through Sterling Benefits Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various specialized investment strategies.

College savings (529s, UTMA, etc.)
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Brett G

Series 66

Terra Verde, FL

LPL Financial

Brett Geric is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes positions at LPL Financial since 2021 and prior roles in educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Scott G

Series 63, Series 65

Terra Verde, FL

LPL Financial

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Geric/Hemp Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Nicholas G

Series 66

Terra Verde, FL

LPL Financial

Nicholas Geric is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years at the University of North Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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