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George Hanscom

19 Years of Experience
Burlington, MA
BrokerSells Insurance

George Hanscom is a registered investment advisor at Cetera Investment Advisers LLC, based in Burlington, MA, with 19 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1500 District Ave, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

George sells fixed insurance products including life, disability, annuities, and long-term care, dedicating minimal time to this activity. He also manages tax preparation and consulting services, spending about a quarter of his time, and owns an e-file tax return business, which takes minimal time. Finally, George works as a financial professional for Prosperity Financial Planning, spending about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
October 2014 - October 2016 · 2 yrs
Investors Capital CORP.Broker
October 2014 - October 2016 · 2 yrs
Lincoln Financial Advisors Corporation
January 2009 - October 2014 · 5 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
January 2007 - October 2014 · 7 yrs 9 mos
State Registrations1 state
MA
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 Hanscom - Financial Advisor | TrueAdvisor