Christopher Geary is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5701 Patterson Ave, Ste 101 Fl 1, Richmond, VA, 23226
Get directionsHistory
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 Activities
Christopher is involved in several businesses: he works as a financial advisor and registered representative for f3logic and Financial Consultants of America, dedicating nearly full-time hours to each. He also works as an investment advisor representative for Gallagher Fiduciary Advisors, LLC (nearly full-time) and is a trustee for Powhatan Mosse Lodge (a few hours per week).
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Gallagher Fiduciary Advisors, LLC
F3logic, LLC
Independent Financial Group, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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.