Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McCall is an investment advisor representative with Beacon Pointe Advisors, LLC. George has been in the industry since 2008 and has experience at several firms including Oppenheimer & Co. Inc., RIM Securities LLC, and Quasar Distributors, LLC. George is registered with the state of California. George holds Series 7 and 66 licenses. George is also a Director of Port Street Investments, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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
08/20/2019 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
ME
11/13/2018 - 08/15/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
08/04/2014 - 12/20/2016
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
10/01/2008 - 09/15/2011
RIM SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 08/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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