George Avila
George Avila is a registered investment advisor at Osaic Institutions, INC., based in Brea, CA, with 26 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
2435 E. Imperial Hwy., Ste. F, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2001Other Business Activities
George discusses living trusts through AmeriEstate Legal Plan, an investment-related activity, since 2011. He dedicates minimal time to this activity.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Courtlandt Securities CorporationBroker
Courtlandt Wealth Management
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Wm Financial Services, INC.
Cal Fed InvestmentsBroker
Cal Fed InvestmentsBroker
Dean Witter Reynolds INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Biltmore Securities, INCBroker
State Registrations9 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.