George Tackett, financial advisor Florham Park NJ

George Tackett

CRD Number: 441840
Current Firm: Stifel, Nicolaus & Company, Incorporated

George Tackett (CRD# 441840) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Florham Park, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Florham Park, NJ Oct 2020 - Current 1
Wells Fargo Clearing Services, LLC Florham Park, NJ Nov 2016 - Oct 2020 3
Wells Fargo Advisors LLC Florham Park, NJ May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for George L. Tackett
Phone Number: 314-342-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    148,561
    MILLIONS
  • Total Number of Accounts
    316,625
    ACCOUNTS
  • Average Account Value
    $469,203
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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