Ronald Geer (CRD# 2763949) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 27 years of experience in the finance industry.
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. Fka: Geer Financial Group, Inc. | Bothell, WA | Oct 1996 - Current | 27 |
| Guide Advisors, Inc. Fka Geer Financial Group, Inc. | Bothell, WA | Jan 1996 - Current | 28 |
| Guide Advisors, Inc. Fka: Geer Financial Group, Inc. | Bothell, WA | Nov 2015 - Jan 2021 | 5 |
| Park Avenue Securities LLC | Lynnwood, WA | Apr 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- AZ
- CA
- CO
- FL
- GA
- ID
- KS
- OH
- OK
- OR
- PA
- 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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