George Gomez (CRD# 2156124) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in El Paso, TX and has over 32 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Concepts, LLC | El Paso, TX | May 2020 - Current | 3 |
| Lpl Financial LLC | El Paso, TX | Jan 2017 - Current | 7 |
| Lincoln Financial Securities Corporation | El Paso, TX | Dec 2016 - Jan 2017 | < 1 |
| Lpl Financial LLC | El Paso, TX | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management988MILLIONS
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Total Number of Accounts4,631ACCOUNTS
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Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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