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Kristine George

14 Years of Experience
Melbourne, FL
Broker

Kristine George is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 North Highway Us1, Ste 200, Melbourne, FL, 32940

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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

Kristine serves as a trustee for her parent's trust since March 2023. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - March 2023 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - March 2023 · 8 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2014 - August 2014 · 1 mo
Wells Fargo Advisors Financial Network, LLC
July 2014 - August 2014 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - July 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - July 2014 · 2 yrs 8 mos
State Registrations42 states
AKALAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMOMSMTNCNENHNJNMNYOHOKORPASCTNTXUTVAVTWAWV
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.
Kristine George - Financial Advisor | TrueAdvisor