Timothy Geary, financial advisor Honolulu HI

Timothy Geary

CRD Number: 1145140
Current Firm: Cetera Investment Advisers LLC

Timothy Geary (CRD# 1145140) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Honolulu, HI and has over 39 years of experience in the finance industry.

Similar Advisors
Nicholas Abbott, financial advisor Honolulu HI
Nicholas P. Abbott
CRD# 4818301
Mission Financial Group, LLC
Similar Advisors
Chad Adams, financial advisor Honolulu HI
Chad B. Adams
CRD# 3199222
Ameriprise Financial Services, LLC
Similar Advisors
Steve Adams, financial advisor Honolulu HI
Steve E. Adams
CRD# 1916417
Osaic Wealth, Inc.
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
United Financial Freedom Draper, UT Oct 2019 - Current 4
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Hawaii Financial Advisors, Inc. Honolulu, HI Aug 2015 - Current 8
Cetera Advisor Networks LLC El Segundo, CA May 2021 - Jun 2023 2
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - May 2021 4
Summit Brokerage Services, Inc. Honolulu, HI Sep 2016 - Sep 2019 3
Vsr Financial Services, Inc. Overland Park, KS Aug 2009 - Nov 2016 7
Vsr Advisory Services, Inc. Overland Park, KS Aug 2009 - Nov 2016 7
Wealth Managing Partners, Inc. Honolulu, HI Aug 2009 - Aug 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Timothy J. Geary
Phone Number: 888-528-2987
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.