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GUIDE ADVISORS, INC.
CRD 281828 · SEC 801-135026
19125 NORTH CREEK PARKWAY, SUITE 120, BOTHELL, WA, 98011, United States
Phone
206-486-2477
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 5 advisory reps; 279 broker-dealer reps
Clients
0
Fees
Hourly charges; Fixed fees; CO-ADVISOR FEES
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
States served
AZ, CA, CO, GA, ID, KS, MD, NE, OH, OK, OR, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
- https://linkedin.com/company/guideadvisors
- https://www.facebook.com/profile.php?id=61555913027104
- https://www.facebook.com/people/Guide-Advisors/61555823321293/
- https://www.instagram.com/guideadv/
- https://linkedin.com/in/kristine-geer/
- https://www.linkedin.com/in/jonathan-heras-7596376/
- https://www.linkedin.com/in/randall-e-davey-cap%C2%AE-a6b2a4296/
- HTTP://WWW.GFGFINANCIAL.COM/
- https://www.instagram.com/randalle.davey/#
- https://www.linkedin.com/in/dan-chappelle-clu%C2%AE-ricp%C2%AE-cltc%C2%AE-95a830/
- http://guideadvisors.com/
- https://www.linkedin.com/in/ron-geer-a97a017/
Official SEC filing: View on IAPD