George Pitra
George Pitra is a registered investment advisor at Independent Financial Group, LLC, based in Leander, TX, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Leander, TX
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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 a Texas insurance agent offering various insurance products since 2011, dedicating minimal time to this activity. He is also a board member of Redroverventures.org, a non-profit organization, spending a few hours per week on this role.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Barron Moore Advisors, INC.
Barron Moore, INC.Broker
Salomon Grey Financial Corporation
Salomon Grey Financial CorporationBroker
Shelman Securities CORP.Broker
First Avantus Securities, INC.Broker
State Registrations22 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.