George Fredette, financial advisor North Conway NH
93 score

George Fredette

CRD Number: 4490616
Current Firm: First Allied Advisory Services, Inc.

George Fredette (CRD# 4490616) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in North Conway, NH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securities, Inc. San Diego, CA Dec 2008 - Current 8
First Montauk Securities Corp. Red Bank, NJ Jan 2002 - Dec 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for George L. Fredette
Phone Number: 866-378-1376
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
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
  • 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, 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, 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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