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George Cabalu

32 Years of Experience
Mclean, VA
2 DisclosuresBroker

George Cabalu is a registered investment advisor at Wells Fargo Advisors, based in Mclean, VA, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

1676 International Drive Suite 610, Mclean, VA, 22102

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History

Regulatory History (2)
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
June 2014
Denied
Customer Dispute
September 2010
Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Wells Fargo Advisors
November 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Advisors
September 2013 - November 2025 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
September 2013 - November 2025 · 12 yrs 2 mos
UBS Financial Services INC.Broker
November 2008 - October 2013 · 4 yrs 11 mos
UBS Financial Services INC.
November 2008 - October 2013 · 4 yrs 11 mos
Citigroup Global Markets INC.
July 2000 - December 2008 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2000 - December 2008 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1994 - May 2000 · 6 yrs 3 mos
State Registrations31 states
ALARAZCACOCTDCDEFLGAIDILINKYMAMDMONCNJNYOHOKORPASCTXUTVAWAWIWV
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.