Michael Georgino, financial advisor Saint Marys PA
96 score

Michael Georgino

CRD Number: 1356632
Current Firm: Ic Advisory Services, Inc.

Michael Georgino (CRD# 1356632) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Saint Marys, PA and has over 31 years of experience in the finance industry. Michael Georgino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ic Advisory Services, Inc. St. Marys, PA Jun 2006 - Current 10
The Investment Center, Inc. St. Mary's, PA Mar 1998 - Current 18
Self Employed St Marys, PA Apr 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
Contact Info for Michael R. Georgino
Phone Number: 908-707-4422
Registered State(s):
  • CA
  • VA
  • PA
By the Numbers
  • Total Assets Under Management
    812
    MILLIONS
  • Total Number of Accounts
    3,745
    ACCOUNTS
  • Average Account Value
    $216,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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