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George Eggers

42 Years of Experience
Haddon Heights, NJ
1 DisclosureBrokerSells Insurance

George Eggers is a registered investment advisor at Cetera Investment Advisers LLC, based in Haddon Heights, NJ, with 42 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

213 White Horse Pike, Haddon Heights, NJ, 08035

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History

Regulatory History (1)
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Customer Dispute
July 2023
Settled
Other Business ActivitiesSells Insurance

George sells fixed annuities and life/health insurance, dedicating a few hours per week to this activity. He is also a registered representative for Heights Financial Group, spending about a quarter of his time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
January 2013 - September 2013 · 8 mos
Walnut Street Securities, INC.Broker
October 2011 - September 2013 · 1 yr 11 mos
Paulson Investment Company, INC.Broker
October 2002 - October 2011 · 9 yrs
Paulson Investment Company, INC.
October 2002 - October 2011 · 9 yrs
Legg Mason Wood Walker INC
April 2002 - October 2002 · 6 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1997 - October 2002 · 4 yrs 11 mos
First Colonial Securities Group, INC.Broker
December 1991 - December 1997 · 6 yrs
Robert Thomas Securities, INCBroker
January 1990 - December 1991 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - January 1990 · 1 yr 7 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1985 - June 1988 · 3 yrs 3 mos
First Jersey Securities, INC.Broker
August 1984 - March 1985 · 7 mos
First Investors CorporationBroker
January 1984 - June 1984 · 5 mos
State Registrations14 states
CACOCTFLKYMNNCNJNYOHPASCTXVA
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.