George Gay
George Gay is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in Colorado Springs, CO, with 27 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 2,327 clients with $910M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George prepares a few tax returns annually and handles bookkeeping and sales tax returns for two small businesses. This activity requires minimal time and generates less than $1000 in annual compensation.
Employment History
Current Registrations
First Affirmative Financial Network LLC
State Registrations1 state
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
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