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Ronald Lee Geer

Investment adviser representative at Guide Advisors, Inc.
25 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Seminars and workshops

Experience

25 years in the industry.

  1. Guide Advisors, Inc.Nov 2015 to now
  2. Guide Advisors, Inc. Fka: Geer Financial Group, Inc.Jan 1996 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Guide Advisors, Inc.

$0Assets managed
0Clients
5Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2763949
Firm CRD
281828
Advisor's SEC record (opens in a new tab)
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