George Cromer
George Cromer is a registered investment advisor at Kestra Advisory Services, LLC, based in North Richland Hills, TX, with 32 years of industry experience. George 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
8613 Mid Cities Blvd., Suite 100, North Richland Hills, TX, 76182
Get directionsHistory
Regulatory History (1)
Regulatory
February 1999Other Business ActivitiesSells Insurance
George is the principal of Cromer Family Financial, where he sells non-variable life insurance and long-term care insurance, dedicating a few hours per week. He also works as an investment advisor for Cromer Family Financial and Kestra Advisory Services, spending nearly full-time hours on financial planning, investing, and implementing asset allocation models.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
National Securities CorporationBroker
G.R. Stuart & Company, INC.Broker
State Registrations13 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.