Gizelle Grace George
Investment adviser representative at Cain, Watters & Associates, LLC
10 yearsExperience
1 stateRegistered in
$5BFirm assets
35 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
- Seminars and workshops
Experience
10 years in the industry.
- Cain, Watters & Associates, LLCMar 2025 to now
- Cain Watters & Assocaites, LLCMar 2025 to now
- Bank of America, N.AJun 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Mar 2025
- Modern WoodmenJun 2021 to Feb 2022
- Santaluz Country ClubJun 2020 to Aug 2020
- Southern Methodist UniversityAug 2019 to Dec 2021
- Amherst HoldingsOct 2018 to Aug 2019
- Hippo InsuranceOct 2018 to Aug 2019
- Santaluz Country ClubJul 2018 to Sep 2018
- University of California, RiversideSep 2017 to Jul 2018
- Ced National AccountsJun 2017 to Sep 2017
- University of California, RiversideSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cain, Watters & Associates, LLC
$5BAssets managed
3,397Clients
74Advisers
35 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
- 7529379
- Firm CRD
- 111521