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George Dance

Wells Fargo Advisors
35 Years of Experience
Gulfport, MS
9 DisclosuresBroker
View SEC Summary
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George Dance is a registered investment advisor at Wells Fargo Advisors, based in Gulfport, MS, with 35 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

375 Courthouse Rd, Gulfport, MS, 39507

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Denied
Customer Dispute
July 2017
Denied
Customer Dispute
December 2016
Settled
Customer Dispute
October 2008
Closed-No Action
Customer Dispute
August 2003
Settled
Customer Dispute
February 2003
Denied
Customer Dispute
January 2003
Settled
Customer Dispute
December 2002
Denied
Customer Dispute
September 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
Amsouth Investment Management Company LLC
July 2003 - November 2006 · 3 yrs 4 mos
Amsouth Investment Services, INC.
August 2002 - July 2003 · 11 mos
Amsouth Investment Services, INC.Broker
August 2002 - October 2006 · 4 yrs 2 mos
Wachovia Securities, INC.Broker
June 2002 - August 2002 · 2 mos
First Union Brokerage Services, INC.Broker
August 2000 - August 2000 · 0 mos
Wachovia Securities, INC.Broker
April 1993 - June 2002 · 9 yrs 2 mos
Edward D. Jones & CO., L.P.Broker
December 1990 - April 1993 · 2 yrs 4 mos
State Registrations19 states
ALARCACOCTFLGAKSLAMSNCNJNMNVOHTXVAWAWI
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.
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