George Escobar is a registered investment advisor, based in Covina, CA, with 22 years of industry experience.
Location
628 Shoppers Lane, Covina, CA, 91723
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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 works as a financial advisor for Xavier Consulting, spending nearly full-time on investment and financial planning services. He also works as an insurance agent for Avantax Insurance Agency and Firstway Insurance Service, selling various insurance products and dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Voya Financial Advisors, INC.Broker
Multi-Financial Securities CorporationBroker
Pruco Securities, LLC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, INC.Broker
Atlas Securities, INC.Broker
Crowell, Weedon & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 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.