George Legakis is a registered investment advisor, based in Lords Valley, PA, with 24 years of industry experience.
Location
121 Rockwood Dr 1364 Hemlock Farms, Lords Valley, PA, 18428
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Regulatory History (1)
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Customer Dispute
June 2011Settled
Other Business Activities
George owns GAK Wealth Management LLC, which holds and leases real estate, dedicating minimal time to it. He also has power of attorney for a retired family member and manages office expenses for his Summit practice through GAK Wealth NY, LLC, both requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2021 - June 2023 · 2 yrs 2 mos
Summit Financial Group INC
August 2019 - May 2021 · 1 yr 9 mos
Summit Brokerage Services, INC.Broker
October 2015 - September 2019 · 3 yrs 11 mos
J P Turner & Company Capital Management, LLC
October 2007 - November 2015 · 8 yrs 1 mo
J.P. Turner & Company, L.L.C.Broker
January 2005 - December 2015 · 10 yrs 11 mos
Kirlin Securities INC.Broker
September 2004 - January 2005 · 4 mos
Ladenburg Capital Management INC.Broker
April 1999 - October 2002 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.