George Veater is a registered investment advisor at Osaic Wealth, INC., based in Brea, CA, with 38 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
60 Pointe Drive, Suite 101, Brea, CA, 92821
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2022Customer Dispute
December 2004Customer Dispute
May 2004Customer Dispute
August 2003Customer Dispute
May 2003Regulatory
February 2000Other Business Activities
George owns and operates Veater Ranch and Cattle Co, Zero Gravity Cowboys (bronc riding school), an AirBnB, and rental property, dedicating about 10-20% of his time to the first two. He is also the President of Senior Strategies, Inc and a Financial Professional at Veater Financial Group, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Spc
Sigma Financial CorporationBroker
Apex Capital, L.L.C.Broker
East - West Capital CorporationBroker
North American Management, INC.Broker
PFS Investments INC.Broker
State Registrations34 states
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.