AG
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Anthony George
32 Years of Experience
Billings, MT
1 DisclosureBroker
Anthony George is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 32 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2011Denied
Employment History
Current Registrations
D.A. Davidson & CO.Broker
April 2021 - Present · 5 yrs 3 mos
D.A. Davidson & CO.
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - April 2021 · 14 yrs 8 mos
UBS Financial Services INC.Broker
August 2006 - April 2021 · 14 yrs 8 mos
Piper Jaffray & CO.
May 2001 - August 2006 · 5 yrs 3 mos
Piper Jaffray & CO.Broker
April 2001 - August 2006 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - April 2001 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - March 1995 · 10 mos
New England SecuritiesBroker
November 1992 - February 1994 · 1 yr 3 mos
State Registrations30 states
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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.