George McCall (CRD# 1345796) is an Investment Advisor Representative working at Investment Advisory Group LLC in Hanover, MA and has over 39 years of experience in the finance industry. George McCall 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.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Hanover, MA | Jan 2013 - Current | 11 |
| Investment Advisory Group LLC | Hanover, MA | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- FL
- MA
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Total Assets Under Management848MILLIONS
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Total Number of Accounts3,236ACCOUNTS
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Average Account Value$262,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA
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