Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Larkin George is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA. David is a Certified Financial Planner and holds Series 7, 24, 51 and 63 securities licenses and a Series 65 investment advisor license. David has been with Carlsbad Wealth Advisory Group, Inc. since 2008. Prior to joining Carlsbad Wealth Advisory Group, Inc., David worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. David specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. David is a board member of the Sidney Kimmel Cancer Center and is committed to supporting cancer research.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/07/2008 - Present
Carlsbad Wealth Advisory Group, Inc. (CARLSBAD CA)
CA
12/04/1989 - 03/31/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CARLSBAD CA)
MN
12/04/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/06/1989 - 07/17/1989
J. W. GANT & ASSOCIATES, INC.
IA
Issued 08/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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