George Mowrey
George Mowrey is a CFP-designated registered investment advisor at G. Earl Mowrey & CO., L.L.C, based in Youngstown, OH, with 36 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 123 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K+ | 1.00% |
Accounts under $20,000 are subject to a minimum fee of no more than $200. Accounts over $20,000 are charged up to 1% of assets under management per year. Fees are negotiable.
Fee Estimator
Location
4964 Belmont Avenue, Suite A, Youngstown, OH, 44505
Get directionsHistory
Regulatory History (1)
Regulatory
February 2024Other Business Activities
George owns a rental property business that operates from the same address as his securities business. He dedicates minimal time to the rental business during non-securities trading hours.
Employment History
Current Registrations
G. Earl Mowrey & CO., L.L.C
Previous Registrations
Trustmont Financial Group, INC.Broker
Securities Service Network, INC.Broker
Fsc Securities CorporationBroker
The O.N. Equity Sales CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations3 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.
Exams
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