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Robert John Geary

Rmdr Advisors, Inc.

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About Robert John Geary

Robert Geary has been providing investment advisory services for over 35 years. Robert is currently registered with Rmdr Advisors, Inc. and previously worked for several other firms. Robert is licensed as an insurance agent, and Rmdr Advisors, Inc. provides portfolio management for individuals, and publication of periodicals.

Firm Information

Robert Geary is currently registered with Rmdr Advisors, Inc.. Rmdr Advisors, Inc. is an investment advisor registered with the SEC. The firm manages approximately $184,242,565 in assets for 555 clients, including high-net-worth individuals and individuals other than high-net-worth. Rmdr Advisors, Inc. provides portfolio management for individuals and publishes periodicals.

$184.24M

Assets Under Management

2

Total Clients

2

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Geary’s Registration & Firm History

TX

05/27/2003 - Present

Rmdr Advisors, Inc. (WACO TX)

TX

08/02/2010 - 08/01/2011

LINCOLN INVESTMENT (HOUSTON TX)

TX

02/15/2005 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (HOUSTON TX)

TX

05/15/2003 - 11/13/2008

HUCKIN FINANCIAL GROUP, INC. (HOUSTON TX)

IL

08/01/2000 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

CO

11/29/1996 - 08/25/2003

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

IL

05/10/1985 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

CO

12/19/1995 - 11/29/1996

THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)

NA

01/18/1985 - 08/22/1987

T.L. HILL SECURITIES, INC.

NA

11/18/1982 - 02/10/1987

SOUTHWESTERN EQUITIES

NA

08/23/1983 - 01/22/1985

PRUDENTIAL-BACHE SECURITIES INC.

NA

06/01/1978 - 07/14/1981

H. C. COPELAND AND ASSOCIATES EQUITIES, INC.

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Licenses & Designations

BC

Issued 11/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/1992

Series 24 - General Securities Principal Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

BC

Issued 05/23/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Robert John Geary. Review regulatory record here.
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