Mary Geong
Mary Geong is a registered investment advisor at Cetera Investment Advisers LLC, based in Piedmont, CA, with 26 years of industry experience. Mary 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
Firm Size
IM Fee
Assets Under Management
Location
1415 Grand Ave, Piedmont, CA, 94610
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Regulatory History
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
Mary is involved in several outside business activities, including real estate ownership and board positions at various organizations. She is also an agent with AVANTAX Insurance Agency, LLC and may sell variable, fixed, and indexed annuities, as well as variable insurance products, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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