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Patricia George

26 Years of Experience
Leicester, MA
Broker

Patricia George is a registered investment advisor at Wells Fargo Advisors, based in Leicester, MA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Leicester, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
February 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLC
February 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors
June 2015 - Present · 11 yrs 1 mo
Wells Fargo Clearing Services, LLC
June 2015 - Present · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2013 - July 2015 · 2 yrs 3 mos
Morgan StanleyBroker
June 2009 - July 2015 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2000 - February 2006 · 5 yrs 11 mos
American Express Financial Advisors INC.Broker
August 1999 - October 1999 · 2 mos
Ids Life Insurance CompanyBroker
August 1999 - October 1999 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Patricia George - Financial Advisor | TrueAdvisor