Geary Investment Services LLC

Geary Investment Services LLC (CRD# 147322) is a financial advisory firm headquartered in , . They manage $3,300,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $91,667
Compensation Options
  • A percentage of assets under your management
  • Commissions
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.

KY

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

James Geary (CRD# 706790) is an Investment Advisor Representative working at Geary Investment Services LLC in Fairdale, KY and has over 24 years of experience in the finance industry.

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