George Gile
George Gile is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 16 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
13155 Noel Rd, Suite 900, Dallas, TX, 75082
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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 is a managing member of Aesthetic Global Fitness LLC, designing and selling fitness clothing, and spends minimal time on this. He also works with Iconic Wealth Group, providing income tax preparation and wealth management services, dedicating nearly full-time hours to this. George is also an insurance agent for Avantax, selling approved insurance products, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
H.D. Vest Investment ServicesBroker
State Registrations3 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.