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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Geary is a financial advisor with over 20 years of experience in the industry. Christopher is currently a registered representative with Gallagher Fiduciary Advisors, LLC. Christopher has previously worked with a variety of firms including Triad Advisors, Independent Financial Group, LLC, National Planning Corporation and Securities America, Inc.. Christopher holds both the Series 66 and Series 7 licenses as well as the SIE and Series 24 exams. Christopher also holds the Certified Financial Planner designation. Christopher specializes in providing financial planning and investment management services to individuals, businesses, pension and profit-sharing plans, corporations and other businesses, endowments, non-profit organizations, foundations, and government entities. Christopher also provides selection of other advisors and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
07/10/2023 - Present
Gallagher Fiduciary Advisors, LLC (Richmond VA)
VA
07/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
VA
10/31/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)
VA
09/27/2007 - 11/06/2017
NATIONAL PLANNING CORPORATION (RICHMOND VA)
VA
02/16/2006 - 10/04/2007
SECURITIES AMERICA, INC. (RICHMOND VA)
MN
09/24/2003 - 01/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/24/2003 - 01/13/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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