George Myers, financial advisor Palm Beach Gardens FL
78 score

George Myers

CRD Number: 1856927
Current Firm: Money Concepts Advisory Service

George Myers (CRD# 1856927) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jun 2015 - Current 1
Premier Capital Management Franklin, TN Nov 1997 - Current 19
Brokers International Financial Services, LLC Panora, IA Nov 2012 - May 2015 2
Ohio National Financial Services Cincinnati, OH Jan 2005 - Dec 2009 4
The O.n. Equity Sales Company Cincinnati, OH Feb 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S65 NASAA Investment Advisors Law Examination Feb 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for George R. Myers
Phone Number: 561-472-2000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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
78

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