Geoff Balkcom
AeroLeads people directory · profile

Geoff Balkcom Email & Phone Number

President at BAI Financial
Location: New Port Richey, Florida, United States 4 work roles 2 schools
1 work email found @baiplan.com 9 phones found area 407, 813, 727, 941, and 989 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email g****@baiplan.com
Direct phone (407) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
President
Location
New Port Richey, Florida, United States
Company size

Who is Geoff Balkcom? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Geoff Balkcom is listed as President at BAI Financial, a with 3 employees, based in New Port Richey, Florida, United States. AeroLeads shows a work email signal at baiplan.com, phone signal with area code 407, 813, 727, 941, 989, and a matched LinkedIn profile for Geoff Balkcom.

Geoff Balkcom previously worked as Financial Advisor at Lpl Financial and Sales Associate at Nike. Geoff Balkcom holds Bachelor'S Degree, Business/Commerce, General from University Of Central Florida.

Company email context

Email format at BAI Financial

This section adds company-level context without repeating Geoff Balkcom's masked contact details.

{first}@baiplan.com
89% confidence

AeroLeads found 1 current-domain work email signal for Geoff Balkcom. Compare company email patterns before reaching out.

Profile bio

About Geoff Balkcom

I am a BS graduate from the University of Central Florida, educated and trained to work in financial services. I have always desired to help people in a significant way and this career path provides me that opportunity. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit- http://baiplan.com/ Securities Licenses: 7, 66 held with LPL FinancialState Licenses: Life Health and Annuities

Listed skills include Customer Service, Time Management, Financial Services, Risk Management, and 15 others.

Current workplace

Geoff Balkcom's current company

Company context helps verify the profile and gives searchers a useful next step.

BAI Financial
Bai Financial
President
trinity, florida, united states
Website
Employees
3
AeroLeads page
4 roles

Geoff Balkcom work experience

A career timeline built from the work history available for this profile.

President

Current

Tampa/St. Petersburg, Florida Area

Supporting and maintaining a strong and functional working relationship with our clients through robust customer service. Active in marketing/sales/operational/administrative responsibilities in order to represent our strong and loyal brand we have built in our community.

Dec 2011 - Present

Financial Advisor

Tampa/St. Petersburg, Florida Area

Forming a lifelong partnership with our clients to highlight and pursue specific financial goals and objectives by focusing on qualitative data and continuous communication.

Sales Associate

Orlando, Florida Area

Sales driven position in the equipment department. Demonstrated strong leadership among co-workers while maintaining strong product knowledge and an active role on the sales floor.

Jun 2010 - Dec 2011

Accounting Intern

Tampa/St. Petersburg, Florida Area

Working in the accounting department responsible for data entry and assisting in record keeping of product sales.

Jun 2008 - Jun 2010
Team & coworkers

Colleagues at BAI Financial

Other employees you can reach at baiplan.com. View company contacts for 3 employees →

2 education records

Geoff Balkcom education

FAQ

Frequently asked questions about Geoff Balkcom

Quick answers generated from the profile data available on this page.

What company does Geoff Balkcom work for?

Geoff Balkcom works for BAI Financial.

What is Geoff Balkcom's role at BAI Financial?

Geoff Balkcom is listed as President at BAI Financial.

What is Geoff Balkcom's email address?

AeroLeads has found 1 work email signal at @baiplan.com for Geoff Balkcom at BAI Financial.

What is Geoff Balkcom's phone number?

AeroLeads has found 9 phone signal(s) with area code 407, 813, 727, 941, 989 for Geoff Balkcom at BAI Financial.

Where is Geoff Balkcom based?

Geoff Balkcom is based in New Port Richey, Florida, United States while working with BAI Financial.

What companies has Geoff Balkcom worked for?

Geoff Balkcom has worked for Bai Financial, Lpl Financial, Nike, and Medi-Weightloss®.

Who are Geoff Balkcom's colleagues at BAI Financial?

Geoff Balkcom's colleagues at BAI Financial include Rick Balkcom, Rich Balkcom, and Judith Balkcom.

How can I contact Geoff Balkcom?

You can use AeroLeads to view verified contact signals for Geoff Balkcom at BAI Financial, including work email, phone, and LinkedIn data when available.

What schools did Geoff Balkcom attend?

Geoff Balkcom holds Bachelor'S Degree, Business/Commerce, General from University Of Central Florida.

What skills is Geoff Balkcom known for?

Geoff Balkcom is listed with skills including Customer Service, Time Management, Financial Services, Risk Management, Insurance, Financial Accounting, Strategic Financial Planning, and Financial Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Geoff Balkcom you were looking for.

View similar profiles