George Cattat (CRD# 3073307) is an Investment Advisor Representative working at Independent Financial Partners in Lantana, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | South Lake, TX | May 2019 - Current | 4 |
| Independent Financial Partners | Tampa, FL | Jan 2016 - Current | 8 |
| Lpl Financial, LLC | Palm Harbor, FL | Dec 2014 - May 2019 | 4 |
| Independent Financial Partners | Palm Harbor, FL | Dec 2014 - Jan 2016 | 1 |
| Fidelity Brokerage Services, LLC | Clearwater, FL | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
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- CA
- FL
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
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