George Eckhardt
George Eckhardt is a registered investment advisor at Wells Fargo Advisors, based in Sugar Land, TX, with 53 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
77 Sugar Creek Center Blvd, Ste 100, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (2)
Financial
June 2018Customer Dispute
Other Business Activities
George acts as a guardian for his son, an investment-related activity. This requires a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations34 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.
Exams
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