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George Gamez

25 Years of Experience
Fort Worth, TX
Broker

George Gamez is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Fort Worth, TX, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

550 Bailey Avenue, Suite 700, Fort Worth, TX, 76107

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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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Other Business Activities

George is a partner in Gamez Associates, which is a partnership on leased property. He is also a committee member for the Aledo Growth Committee and treasurer for the AHHS class of 1985 reunion, dedicating minimal time to each.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
November 2011 - Present · 14 yrs 6 mos
Robert W. Baird & CO. Incorporated
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - November 2011 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2011 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.
August 2002 - January 2008 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
November 2000 - January 2008 · 7 yrs 2 mos
State Registrations25 states
AKARAZCACOCTFLGAILLAMAMDMIMTNCNMNVNYOHOKTXVAWAWIWY
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.
George Gamez - Financial Advisor | TrueAdvisor