George Philip
George Philip is a registered investment advisor at Cetera Investment Advisers LLC, based in Stafford, TX, with 10 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
Firm Size
IM Fee
Assets Under Management
Location
11104 West Airport Blvd Ste 102, Stafford, TX, 77477
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George sells fixed insurance products including life, health, disability, long-term care, and property and casualty insurance. He also owns Philip & Associates CPA PC, where he prepares taxes, provides accounting services, and offers insurance, dedicating about a quarter of his time to this business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Transamerica Financial Advisors, INCBroker
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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