George ShayCRD Number: 3134093
Current Firm: 1st Global Advisors Inc.
George Shay (CRD# 3134093) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Victoria, TX and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Kmh Wealth Management, LLC
|1st Global Insurance Services||Victoria, TX||Feb 2005 - Current||12|
|1st Global Advisors, Inc.||Victoria, TX||Feb 1999 - Current||18|
|1st Global Capital Corp.||Victoria, TX||Sep 1998 - Current||19|
|Bumgardner, Morrison & Company, LLP||Victoria, TX||Apr 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV