RG
Ronald L. Geer
GUIDE ADVISORS
Bothell, WA 98011
Some features on this profile are disabled
CRD#: 2763949
RG
Professional summary
Ronald Lee Geer JR, who also goes by Ronald Lee Geer, Ron L. Geer Jr., Ron Geer, is a registered financial advisor currently at GUIDE ADVISORS, INC. located in Bothell, Washington.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ronald has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald Lee Geer | Ron L. Geer Jr. | Ron Geer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lee Geer JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 16, 2015 - Present
GUIDE ADVISORS, INC.
Office #1: 19125 North Creek Parkway Suite 120, Bothell, WA 98011RIA
CRD#: 281828
Bothell, WA
Past
April 11, 2012 - November 16, 2015
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BOTHELL, WA
Past
March 8, 2012 - November 16, 2015
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
BOTHELL, WA
Past
April 19, 2010 - March 31, 2011
FINANCIAL ADVOCATES ADVISORY SERVICES
RIA
CRD#: 147786
OLYMPIA, WA
Past
January 15, 2010 - March 1, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
WOODINVILLE, WA
Past
January 15, 2010 - March 1, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
WOODINVILLE, WA
Past
September 22, 2009 - January 4, 2010
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
LYNNWOOD, WA
Past
August 17, 2009 - January 4, 2010
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
LYNNWOOD, WA
Past
October 29, 1996 - May 6, 1997
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
August 9, 1996 - October 30, 1996
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GUIDE ADVISORS, INC.
GEER FINANCIAL GROUP, INC | GUIDE ADVISORS, INC.
CRD#: 281828 / SEC#: 801-135026
RIA
Registered Investment Advisory firm - (1/6/2026 Approved)Arizona
Registered Investment Advisory firm - (1/16/2026 Terminated)California
Registered Investment Advisory firm - (2/15/2026 Terminated)Colorado
Registered Investment Advisory firm - (1/20/2026 Terminated)Florida
Registered Investment Advisory firm - (1/16/2026 Terminated)Georgia
Registered Investment Advisory firm - (1/16/2026 Terminated)Idaho
Registered Investment Advisory firm - (1/16/2026 Terminated)Kansas
Registered Investment Advisory firm - (1/16/2026 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Maryland
Registered Investment Advisory firm - (1/30/2026 Terminated)Ohio
Registered Investment Advisory firm - (1/16/2026 Terminated)Oklahoma
Registered Investment Advisory firm - (2/12/2026 Terminated)Oregon
Registered Investment Advisory firm - (1/27/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/20/2026 Terminated)Tennessee
Registered Investment Advisory firm - (1/20/2026 Terminated)Texas
Registered Investment Advisory firm - (1/16/2026 Terminated)Virginia
Registered Investment Advisory firm - (1/20/2026 Terminated)Washington
Registered Investment Advisory firm - (1/16/2026 Termination Requested)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/2/2015)
IAR
Washington(11/16/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GA
GUIDE ADVISORS, INC.
GEER FINANCIAL GROUP, INC | GUIDE ADVISORS, INC.
CRD#: 281828 / SEC#: 801-135026
RIA
Registered Investment Advisory firm - (1/6/2026 Approved)Arizona
Registered Investment Advisory firm - (1/16/2026 Terminated)California
Registered Investment Advisory firm - (2/15/2026 Terminated)Colorado
Registered Investment Advisory firm - (1/20/2026 Terminated)Florida
Registered Investment Advisory firm - (1/16/2026 Terminated)Georgia
Registered Investment Advisory firm - (1/16/2026 Terminated)Idaho
Registered Investment Advisory firm - (1/16/2026 Terminated)Kansas
Registered Investment Advisory firm - (1/16/2026 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Maryland
Registered Investment Advisory firm - (1/30/2026 Terminated)Ohio
Registered Investment Advisory firm - (1/16/2026 Terminated)Oklahoma
Registered Investment Advisory firm - (2/12/2026 Terminated)Oregon
Registered Investment Advisory firm - (1/27/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/20/2026 Terminated)Tennessee
Registered Investment Advisory firm - (1/20/2026 Terminated)Texas
Registered Investment Advisory firm - (1/16/2026 Terminated)Virginia
Registered Investment Advisory firm - (1/20/2026 Terminated)Washington
Registered Investment Advisory firm - (1/16/2026 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19125 North Creek Parkway Suite 120, Bothell, WA 98011
Mailing Address
Phone number
(206) 486-2477
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (18 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
