Joseph Horace George
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Services LLCApr 2025 to now
- Midfirst BankApr 2025 to now
- Cetera Investment Advisers LLCAug 2024 to now
- Joseph George / Hurst LendingApr 2024 to now
- Cetera Advisor Networks LLCAug 2024 to Apr 2025
- Innovative Premier Financial ServicesAug 2019 to Aug 2024
- Northwestern Mutual Wealth Management CompanyMay 2017 to Jul 2019
- Northwestern Mutual Investment Services LLCDec 2016 to Jul 2019
- Northwestern Mutual Life Insurance CompanyJul 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
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
- 6678940
- Firm CRD
- 105644