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Robert Geary

Regal Investment Advisors LLC
47 Years of Experience
San Antonio, TX
2 DisclosuresSells Insurance
View SEC Summary
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Robert Geary is a registered investment advisor at Regal Investment Advisors LLC, based in San Antonio, TX, with 47 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Regal Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

San Antonio, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1997
Final
Regulatory
July 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is a licensed insurance agent.

Employment History
Current Registrations
Regal Investment Advisors LLC
June 2026 - Present · 4 mos
Rmdr Advisors, INC.
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Lincoln InvestmentBroker
August 2010 - August 2011 · 1 yr
Great American Advisors, INC.Broker
February 2005 - August 2010 · 5 yrs 6 mos
Huckin Financial Group, INC.Broker
May 2003 - November 2008 · 5 yrs 6 mos
Pmg Securities CorporationBroker
August 2000 - February 2005 · 4 yrs 6 mos
Benefitscorp Equities, INC.Broker
November 1996 - August 2003 · 6 yrs 9 mos
The Great-West Life Assurance CompanyBroker
December 1995 - November 1996 · 11 mos
Rte Asset Management
June 1993 - December 2007 · 14 yrs 6 mos
Investors Brokerage Services, INC.Broker
May 1985 - August 2000 · 15 yrs 3 mos
T.L. Hill Securities, INC.Broker
January 1985 - August 1987 · 2 yrs 7 mos
Prudential-Bache Securities INC.Broker
August 1983 - January 1985 · 1 yr 5 mos
Southwestern EquitiesBroker
November 1982 - February 1987 · 4 yrs 3 mos
H. C. Copeland and Associates Equities, INC.Broker
June 1978 - July 1981 · 3 yrs 1 mo
State Registrations1 state
TX
Advisor

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.
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