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George Gile

Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

9 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Anvatax Insurance Agency/anvatax Insurance ServicesJan 2025 to now
  4. Iconic Wealth GroupJan 2025 to now
  5. Aesthetic Global Fitness LLCJul 2023 to now
  6. Avantax Advisory ServicesJan 2025 to Sep 2025
  7. Avantax Insurance Agency, LLCJan 2025 to Sep 2025
  8. Avantax Investment Services, Inc.Jan 2025 to Sep 2025
  9. J.P. Morgan Securities LLCSep 2022 to Jan 2025
  10. JPMorgan Chase Bank, N.A.Sep 2022 to Jan 2025
  11. Morgan StanleyNov 2019 to Sep 2022
  12. Morgan Stanley Smith Barney LLCJan 2016 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5525459
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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