Scott GeorgeCRD Number: 1399567
Current Firm: Mason Investment Advisory Services Inc.
Scott George (CRD# 1399567) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 31 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Mason Investment Advisory Services,||Reston, VA||Dec 1998 - Current||17|
|Mason Securities, Inc.||Reston, VA||Apr 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 1993|
Total Assets Under Management4,809MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$4,682,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI