Niles Geary
CRD Number: 1906563Current Firm: United Planners' Financial Services Of America A Limited Partner
Niles Geary (CRD# 1906563) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Voyage Partners Financial Strategies, LLC | Johnson City, TN | Apr 2024 - Current | < 1 |
Voyage Partners Financial Strategies, LLC | Johnson City, TN | Sep 2021 - Current | 2 |
United Planners' Financial Services | Scottsdale, AZ | Apr 2012 - Current | 12 |
Niles P. Geary, Ii | Johnson City, TN | Jul 1997 - Current | 26 |
Nexxess International | Johnson City, TN | Apr 2023 - Dec 2023 | < 1 |
Serenity Haven Properties | Johnson City, TN | Jan 2022 - Aug 2023 | 1 |
Voyage Partners Financial Strategies LLC | Johnson City, TN | Apr 2012 - Aug 2023 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- TN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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