George Smith is a registered investment advisor, based in Cleveland, OH, with 32 years of industry experience.
Location
6200 Rockside Road, Suite 100, Cleveland, OH, 44131
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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 an independent insurance agent selling various insurance products through Vantage Financial Group, dedicating a few hours per week. He is also a part-owner and financial advisor at Vantage Financial Group, spending full-time hours on financial services, financial planning, and asset management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Vantage Financial Group, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations19 states
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