Robert
Geary
Rmdr Advisors, Inc
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About this Advisor
Robert Geary is a financial advisor based in Waco, Texas, working with Rmdr Advisors, Inc. Robert has previously held a position at Rmdr Advisors, Inc (F/K/A Geary Investment Advisory Service). Robert has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Robert is part of Rmdr Advisors, Inc, which operates out of Waco, Texas. The firm has 1 office and 3 employees. The firm manages assets totaling $184.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Rmdr Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rmdr Advisors, Inc Brokerage Details
$184,242,565
3
555
$331,969
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Robert Geary Work History
Rmdr Advisors, Inc (F/K/A Geary Investment Advisory Service)
Disclosures
Please visit the SEC profile of Robert Geary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rmdr Advisors, Inc
Waco, TX
Waco, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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