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Geoffrey Dwain Flahardy

Exchangeright Securities, LLC

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About Geoffrey Dwain Flahardy

Geoffrey Flahardy is a financial professional with over 18 years of experience in the financial services industry. Geoffrey is currently registered with Exchangeright Securities, LLC. Previously, Geoffrey was affiliated with Lighthouse Capital Group, LLC, Lowell & Company, Inc., and Inland Securities Corporation. Geoffrey is registered in 19 states and holds the Series 63, SIE, and Series 7 licenses.

Firm Information

Geoffrey Flahardy is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Geoffrey Flahardy’s Registration & Firm History

CA

01/29/2018 - Present

Exchangeright Securities, LLC (PASADENA CA)

CA

01/02/2020 - 07/06/2020

LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA CA)

TX

01/29/2016 - 01/29/2018

LOWELL & COMPANY, INC. (LUBBOCK TX)

IL

11/11/2002 - 10/01/2014

INLAND SECURITIES CORPORATION (OAK BROOK IL)

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Licenses & Designations

BC

Issued 10/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Geoffrey Dwain Flahardy. Review regulatory record here.
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