George Wolfe, financial advisor Waco TX
93 score

George Wolfe

CRD Number: 5421047
Current Firm: Raymond James Financial Services Advisors, Inc.

George Wolfe (CRD# 5421047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Green & Wolfe Portfolio Management Group, LLC Waco, TX Jan 2014 - Current 2
Insurance-non Variable Waco, TX Feb 2010 - Current 6
Raymond James Financial Services Advisors Inc. Waco, TX Jul 2009 - Current 7
Raymond James Financial Services, Inc. Wqaco, TX Jul 2009 - Current 7
Mineral Rights Jacksboro, TX Jul 2010 - Aug 2013 3
Ubs Financial Services Inc. Waco, TX Sep 2007 - Jul 2009 1
Us Air Force San Antonio, TX May 1993 - Sep 2007 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for George S. Wolfe
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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