Jessica Geary (CRD# 5927044) is an Investment Advisor Representative working at Lpl Financial LLC in Latrobe, PA and has over 9 years of experience in the finance industry.
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 2799510
Osaic Wealth, Inc.
CRD# 4700067
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Latrobe, PA | Aug 2019 - Current | 4 |
| The Secondhalf Coach | Latrobe, PA | May 2011 - Current | 12 |
| Sagepoint Financial | Phoenix, AZ | May 2011 - Aug 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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