GW
ChFC
GW
ChFC

George Webb

41 Years of Experience
Cross Lanes, WV
Broker

George Webb is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cross Lanes, WV, with 41 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

5318 Ashbrook Road, Cross Lanes, WV, 25313

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

George works as a part-time pastor at Humphreys Memorial UMC, dedicating a significant amount of time each week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2017 - Present · 8 yrs 6 mos
Cetera Investment Services LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Investment Centers of America, INC.Broker
June 2017 - November 2017 · 5 mos
Investment Centers of America, INC.
June 2017 - November 2017 · 5 mos
Woodbury Financial Services, INC.
March 2006 - June 2017 · 11 yrs 3 mos
Woodbury Financial Services, INC.Broker
June 1986 - June 2017 · 31 yrs
Life of Virginia Security Sales, LTD.Broker
June 1984 - May 1986 · 1 yr 11 mos
State Registrations10 states
ALAZFLMDNCOHSCVAWIWV
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.
George Webb - Financial Advisor | TrueAdvisor