George Balocik (CRD# 725004) is an Investment Advisor Representative working at Lincoln Investment in Cranberry Township, PA and has over 43 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Feb 2024 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Feb 2024 - Current | < 1 |
| Bpg Planning | Township, PA | Nov 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Feb 2024 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2021 - Feb 2024 | 2 |
| Weber Insurance Agency | Cranberry Twp, PA | Apr 1998 - Feb 2024 | 25 |
| Erie Insurance | Cranberry Twp, PA | Apr 1998 - Feb 2024 | 25 |
| Guardian Life Insurance Co Of America | Cranberry Twp, PA | Jul 2006 - Nov 2021 | 15 |
| Park Avenue Securities LLC | Cranberry Twp, PA | Jul 2006 - Nov 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1981 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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