George Pate, financial advisor Ayden NC
96 score

George Pate

CRD Number: 1305723
Current Firm: Symmetry Partners

George Pate (CRD# 1305723) is an Investment Advisor Representative working at Symmetry Partners in Ayden, NC and has over 32 years of experience in the finance industry. George Pate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Journeys Group (152275) Ayden, NC Nov 2009 - Current 7
Lincoln Financial Securities Corporation Ayden, NC Jul 2008 - Jan 2012 3
Jefferson Stanard Life Insurance Ayden, NC Dec 1983 - Jan 2012 28
Jefferson Pilot Securities Corporation Ayden, NC Oct 1997 - Jul 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for George T. Pate
Phone Number: 860-734-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    3,751
    MILLIONS
  • Total Number of Accounts
    22,681
    ACCOUNTS
  • Average Account Value
    $165,381
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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