TG
TG

Timothy Geary

41 Years of Experience
Honolulu, HI
BrokerSells Insurance

Timothy Geary is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 41 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

745 Fort Street, 1614, Honolulu, HI, 96813

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Timothy operates under the name Hawaii Financial Advisors, Inc., dedicating significantly more than full-time hours to this. He is also a notary public and an agent for United Financial Freedom, assisting clients with debt elimination, and an independent agent for Highland Capital Brokerage selling fixed insurance solutions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Financial Services, INC.Broker
August 2009 - September 2016 · 7 yrs 1 mo
Vsr Advisory Services
August 2009 - September 2016 · 7 yrs 1 mo
AXA Advisors, LLCBroker
December 2008 - August 2009 · 8 mos
AXA Advisors, LLC
December 2008 - August 2009 · 8 mos
Aig Financial Advisors, INC.
October 2005 - December 2008 · 3 yrs 2 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2008 · 3 yrs 2 mos
Sunamerica Securities, INC.
January 2000 - October 2005 · 5 yrs 9 mos
Sunamerica Securities, INC.Broker
May 1995 - October 2005 · 10 yrs 5 mos
Ifg Network Securities, INC.Broker
February 1993 - May 1995 · 2 yrs 3 mos
Planned Investments INC.Broker
January 1992 - December 1992 · 11 mos
First American National Securities, INC.Broker
January 1985 - January 1992 · 7 yrs
State Registrations21 states
AKAZCACOFLGAHIKSKYMAMDMNNCNVOHORSDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.