George Heathcote, financial advisor Madison WI
93 score

George Heathcote

CRD Number: 5394655
Current Firm: Transamerica Financial Advisors, Inc.

George Heathcote (CRD# 5394655) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Heartland Institute For Financial Education Greenwood Village, CO Nov 2015 - Current 1
Madison Christian Generosity Council Madison, WI Sep 2015 - Current 1
Transamerica Financial Advisors, Inc. Madison, WI Jan 2012 - Current 4
World Financial Group Madison, WI Jul 2007 - Current 9
Dba Micro Business Benefits Mazomanie, WI Dec 2005 - Current 11
Rental Property Mazomanie, WI Mar 1986 - Current 30
Amspirit Business Connections Columbus, OH Oct 2014 - Aug 2015 < 1
Business Networking International Parma, MI Oct 2011 - Oct 2014 3
Investment Advisors International Madison, WI Aug 2008 - Jan 2012 3
World Group Securities, Inc. Madison, WI Jul 2007 - Jan 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for George E. Heathcote
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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