Christopher Wayne Geary
Investment adviser representative at Wells Fargo Advisors
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wells Fargo Advisors Financial Network, LLCOct 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2025
- Triad AdvisorsJul 2023 to Aug 2024
- Gallagher Fiduciary AdvisorsJun 2023 to Oct 2025
- Independent Financial Group, LLCOct 2017 to Jul 2023
- F3logic, LLCOct 2017 to May 2023
- National Planning CorporationSep 2007 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn 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
- 4653339
- Firm CRD
- 11025