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George Edwin Cromer

Kestra Advisory Services, LLC

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About George Edwin Cromer

George Edwin Cromer is a financial advisor with over 29 years of experience in the financial industry. He is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, specializing in providing financial planning and investment advisory services. George has also held previous positions with Woodbury Financial Services, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., National Securities Corporation and G.R. Stuart & Company, Inc. George is committed to providing his clients with personalized financial solutions tailored to their individual needs and goals.

Firm Information

George Cromer is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Cromer’s Registration & Firm History

TX

08/02/2023 - Present

Kestra Advisory Services, LLC (North Richland Hills TX)

TX

01/17/2007 - 08/03/2023

WOODBURY FINANCIAL SERVICES, INC. (NORTH RICHLAND HILLS TX)

TX

10/31/2005 - 01/19/2007

AIG FINANCIAL ADVISORS, INC. (BEDFORD TX)

AZ

11/28/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

FL

06/05/1995 - 11/30/2000

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

MA

03/23/1994 - 06/05/1995

G.R. STUART & COMPANY, INC. (MAYNARD MA)

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Licenses & Designations

IA

Issued 06/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/01/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Edwin Cromer. Review regulatory record here.
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