Gregory George, financial advisor Cincinnati OH
90 score

Gregory George

CRD Number: 5958593
Current Firm: Park Avenue Securities LLC

Gregory George (CRD# 5958593) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Cincinnati, OH Feb 2012 - Current 4
Guardian Life Insurance Co Of America Cincinnati, OH Jul 2011 - Current 5
George Consulting Edgewood, KY Oct 2009 - Jan 2012 2
West Shall Comm. Cincinnati, OH Mar 2009 - Oct 2009 < 1
Paul Hemmer Co Ft Mitchell, KY Nov 2004 - Mar 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Gregory T. George
Phone Number: 1-888-600-4667
Registered State(s):
  • IN
  • KY
  • MA
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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