George Mathis
George Mathis is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2018Customer Dispute
August 2016Customer Dispute
August 2015Other Business Activities
George is the CEO of Bikes for Tikes Ocala, a non-profit organization, and a partner/owner in several real estate ventures including CM Capital Holdings LLC, DGM Capital Holdings LLC, GTA Capital Holdings, and Mathis Properties LLC. He dedicates minimal time to most of these ventures, with a few hours per week spent on Bikes for Tikes and GTA Capital Holdings.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations43 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.