Geary Investment Services LLC

Geary Investment Services LLC (CRD# 147322) is a financial advisory firm headquartered in Gulf Shores, AL. They manage $3,990,545 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $92,803
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, IL, KY

Financial Advisors at Geary Investment Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
James N. Geary
CRD#: 706790
Gulf Shores, AL
93
Wealthminder
score

James Geary (CRD# 706790) is an Investment Advisor Representative working at Geary Investment Services LLC in Gulf Shores, AL and has over 26 years of experience in the finance industry.

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