Timothy Geary, financial advisor Honolulu HI
93 score

Timothy Geary

CRD Number: 1145140
Current Firm: Summit Financial Group Inc.

Timothy Geary (CRD# 1145140) is an Investment Advisor Representative working at Summit Financial Group Inc. in Honolulu, HI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Current 1
Summit Brokerage Services, Inc. Honolulu, HI Sep 2016 - Current 1
Hawaii Financial Advisors, Inc. Honolulu, HI Aug 2015 - Current 2
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
Hawaii Financial Specialist Inc. Honolulu, HI Jan 1992 - Dec 2010 18
Axa Advisors LLC New York, NY Dec 2008 - Aug 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Dec 2008 3
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: 561-338-2600
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    3,800
    MILLIONS
  • Total Number of Accounts
    27,685
    ACCOUNTS
  • Average Account Value
    $137,241
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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