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Robert Francis Geary

Lincoln Financial Distributors, Inc.

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About Robert Francis Geary

Robert Geary is a financial professional with over 3 years of experience in the industry. Robert is currently registered with Lincoln Financial Distributors, Inc. and Osaic FS, Inc. in Pennsylvania. Robert has passed the Series 99TO and SIE examinations.

Firm Information

Robert Geary is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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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Robert Geary’s Registration & Firm History

PA

09/13/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

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Licenses & Designations

BC

Issued 06/28/2019

Series 99TO - Operations Professional Examination

BC

Issued 03/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Francis Geary.
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