George WebbCRD Number: 2169510
Current Firm: Pension & Wealth Management Advisors
George Webb (CRD# 2169510) is an Investment Advisor Representative working at Pension & Wealth Management Advisors in Waltham, MA and has over 26 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Pension & Wealth Management Advisors||Waltham, MA||Jul 2020 - Current||2|
|Kastel Capital Advisors, LLC||Wellesley, MA||Aug 2019 - Dec 2020||1|
|Muzinich Capital LLC||New York, NY||Jan 2018 - Jun 2019||1|
|Muzinich & Co||Boston, MA||Jan 2018 - Jun 2019||1|
|Nuveen Investments||Boston, MA||Jun 2004 - Jan 2018||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management165MILLIONS
Total Number of Accounts215ACCOUNTS
Average Account Value$768,411
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, FL, LA, MA, NH, NJ, PA, TX
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