David George
David George is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pilot Point, TX, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10852 Osburn Rd, Pilot Point, TX, 76258-6731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David raises horses and cattle as part of an agriculture/farming business since 2019. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Principal Financial Securities,inc.Broker
Schneider, Bernet & Hickman, INC.Broker
Thomson Mckinnon Securities INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations8 states
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