GM
GM

George Mcclanahan

1 Year of Experience
Greensboro, NC
Broker

George Mcclanahan is a registered investment advisor, based in Greensboro, NC, with 1 years of industry experience.

Location

528 College Rd, Greensboro, NC, 27410

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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

George works as a Client Services Coordinator for Wisdom Wealth Care, the financial planning arm of a law office, and as an accountant for the Law Offices of Cheryl David. Both roles take about half of George's time each and involve financial planning services and accounting duties, respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
July 2024 - September 2025 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
May 2024 - September 2025 · 1 yr 4 mos
State Registrations1 state
NC
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.