Kristine Geer (CRD# 6222977) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 9 years of experience in the finance industry. Kristine Geer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guide Advisors, Inc. | Bothell, WA | Jan 2021 - Current | 3 |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell, WA | Mar 2016 - Current | 8 |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell, WA | Mar 2016 - Current | 8 |
| Park Avenue Securities LLC | Bothell, WA | Jan 2015 - Dec 2015 | < 1 |
| Park Avenue Securities LLC | Bothell, WA | Aug 2014 - Dec 2015 | 1 |
| Guardian Life Insurance Co | Bothell, WA | Jul 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- CA
- CO
- FL
- GA
- ID
- KS
- OH
- TN
- TX
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, KS, OH, OK, OR, PA, TN, TX, WA
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