Matthew Geer (CRD# 4809921) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, PA and has over 19 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4418062
Alsworth Capital Management, LLC
CRD# 2151009
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Lpl Financial LLC | Wellsboro, PA | Oct 2011 - Feb 2018 | 6 |
| First Citizens National Bank | Mansfield, PA | Nov 2006 - Feb 2018 | 11 |
| Uvest Financial Services Group, Inc. | Charlotte, NC | Nov 2006 - Feb 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- PA
- TX
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Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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