George Phipps is a CFP-designated registered investment advisor, based in Cary, NC, with 9 years of industry experience.
Location
117 Edinburgh South Drive, Suite 110, Cary, NC, 27511
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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 an insurance agent with Raleigh Wealth Solutions, spending minimal time on this activity. He is also a registered representative with Great Point Capital LLC, dedicating about 10-20% of his time to researching and implementing alternative investment strategies.
Employment History
Current Registrations
Great Point Capital LLCBroker
Raleigh Capital Management INC.
Previous Registrations
Great Point Capital LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.