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George Syme

18 Years of Experience
Vero Beach, FL
Broker

George Syme is a registered investment advisor, based in Vero Beach, FL, with 18 years of industry experience.

Location

Vero Beach, FL

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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 the owner and financial advisor at Syme Financial Services, affiliated with Independent Financial Partners, dedicating nearly full-time hours to providing investment and financial services. He also serves as a board member for Rotary eClub One and provides voice-over services, dedicating a few hours per week to each.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
June 2013 - May 2019 · 5 yrs 11 mos
Ameriprise Financial Services, INC.
May 2008 - July 2013 · 5 yrs 2 mos
Ameriprise Financial Services, INC.Broker
May 2008 - July 2013 · 5 yrs 2 mos
Ameriprise Financial Services, INC.
March 2008 - March 2008 · 0 mos
Ameriprise Financial Services, INC.Broker
November 2007 - March 2008 · 4 mos
Ing Financial Partners, INC.Broker
March 2007 - November 2007 · 8 mos
State Registrations3 states
FLPATX
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.
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