George Neill
George Neill is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 38 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
Firm Size
IM Fee
Assets Under Management
Location
10751 N Frank Lloyd Wright Blvd Ste 103, Scottsdale, AZ, 85259
Get directionsHistory
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 ActivitiesSells Insurance
George is a self-employed CPA performing tax and accounting services, a real estate investor, and a life insurance agent. He also serves as a board member for the Miracle League of Arizona, dedicating a few hours per week, and owns G. Wayne Neill, CPA/PFS, CFP, PLLC for tax purposes, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
Southwest Capital Group, INC.Broker
H.D. Vest Investment Securities, INC.Broker
First Financial Equity CorporationBroker
State Registrations14 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.