GW
CFP
GW
CFP

George Wanamaker

43 Years of Experience
Georgetown, TX
1 DisclosureBroker

George Wanamaker is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Georgetown, TX, with 43 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3727 Williams Dr, Georgetown, TX, 78628

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Other Business Activities

George co-owns commercial rental properties in Georgetown, TX, and Garrison, TX, and receives royalty checks from various oil and gas companies. He also serves as co-trustee for his spouse and has an ownership stake in Wanamaker Family Farm, dedicating minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
September 2013 - Present · 13 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Southwest Securities, INC.
July 1988 - October 2013 · 25 yrs 3 mos
Southwest Securities, INC.Broker
July 1988 - October 2013 · 25 yrs 3 mos
Southwest Securities, INC.Broker
June 1988 - December 1996 · 8 yrs 6 mos
Rauscher Pierce Refsnes, INC.Broker
July 1984 - June 1988 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 1983 - July 1984 · 11 mos
State Registrations37 states
ALARAZCACOCTDCFLGAHIIDILINKSLAMAMIMNMONCNENHNJNMNYOHOKORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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