George Celaya, financial advisor Tucson-river Road AZ

George Celaya

CRD Number: 4263971
Current Firm: Bmo Harris Financial Advisors, Inc.

George Celaya (CRD# 4263971) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Tucson-river Road, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Oro Valley, AZ Aug 2012 - Current 8
M&i Brokerage Services Inc. Tucson, AZ Jan 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Apr 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.

Get Details on the FINRA Advisor Check site
Contact Info for George E. Celaya
Phone Number: 877-225-3863
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    4,910
    MILLIONS
  • Total Number of Accounts
    17,857
    ACCOUNTS
  • Average Account Value
    $274,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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