George Cattat is a registered investment advisor, based in Lantana, TX, with 26 years of industry experience.
Location
Lantana, TX
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Regulatory History (1)
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Customer Dispute
July 2002Settled
Other Business Activities
George spends nearly all of his time at Four Oaks Financial, an investment-related DBA. He also works as a solicitor for United Texas Credit Union, spending a few hours per week handling leads and providing financial planning and investment management services.
Employment History
Current Registrations
Ifp Securities, LLC
May 2019 - Present · 7 yrs 2 mos
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
January 2015 - Present · 11 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
December 2014 - May 2019 · 4 yrs 5 mos
Strategic Advisers, INC.
February 2013 - October 2014 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
September 2012 - October 2014 · 2 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
August 2005 - August 2012 · 7 yrs
Evergreen Investment Services, INC.Broker
April 2000 - August 2005 · 5 yrs 4 mos
Metlife Securities INC.Broker
September 1999 - April 2000 · 7 mos
Metropolitan Life Insurance CompanyBroker
September 1999 - April 2000 · 7 mos
Signator Investors, INC.Broker
January 1999 - August 1999 · 7 mos
State Registrations8 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.