Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Avila is a financial professional with over 20 years of experience in the financial services industry. George has a proven track record of helping individuals and businesses achieve their financial goals. Currently, George works as an investment advisor representative for Osaic Institutions, Inc. Previously, George worked with LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., COURTLANDT SECURITIES CORPORATION, WM FINANCIAL SERVICES, INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, DEAN WITTER REYNOLDS INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. George is licensed in Arizona, Arkansas, California, Georgia, Idaho, Missouri, Nevada, and Washington and holds a Series 7, Series 31, and Series 63 license. George provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
05/04/2022 - Present
Osaic Institutions, Inc. (Brea CA)
CA
06/20/2011 - 05/18/2022
LPL FINANCIAL LLC (BREA CA)
CA
05/14/2010 - 06/21/2011
CUNA BROKERAGE SERVICES, INC. (ORANGE CA)
NV
07/06/2006 - 05/12/2010
COURTLANDT SECURITIES CORPORATION (LAS VEGAS NV)
CA
07/13/2004 - 06/29/2006
WM FINANCIAL SERVICES, INC. (MORENO VALLEY CA)
NY
05/14/2004 - 06/25/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/28/2002 - 05/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/04/2000 - 05/29/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
08/17/1999 - 11/02/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
12/07/1998 - 07/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
05/26/1998 - 07/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/26/1998 - 07/29/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/30/1998 - 02/04/1998
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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