Ernest George (CRD# 855536) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Starkville, MS and has over 40 years of experience in the finance industry. Ernest George 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.
CRD# 6155221
Lpl Financial LLC
CRD# 4904954
Ifg Advisory, LLC
CRD# 5619132
Phillips Wealth Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mercer Global Advisors | Starkville, MS | Jun 2021 - Current | 2 |
Self-employed | Starkville, MS | May 1974 - Current | 49 |
Et George Investment Management, LLC | Starkville, MS | Jul 2013 - Jun 2021 | 7 |
Independent Insurance Agent | Birmingham, AL | Jul 2005 - Feb 2016 | 10 |
Manufacturers Life Insurance Co | Birmingham, AL | Oct 1981 - Aug 2014 | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1983 |
- LA
- MS
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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