George Legakis (CRD# 3163349) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lord Valley, PA and has over 25 years of experience in the finance industry.
CRD# 1040390
Lpl Financial LLC
CRD# 2384841
Lpl Financial LLC
CRD# 2435166
Creativeone Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gak Wealth Management LLC | Lords Valley, PA | May 2022 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2015 - Current | 8 |
| Summit Financial Group Inc. | Lords Valley, PA | Aug 2019 - May 2021 | 1 |
| Summit Brokerage Services Inc. | Lords Valley, PA | Sep 2015 - Sep 2019 | 4 |
| Jp Turner & Co Capital Management, LLC | Lords Valley, PA | Aug 2012 - Nov 2015 | 3 |
| Jp Turner And Co | Brooklyn, NY | Jan 2005 - Nov 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
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.
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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