As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.
Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.
When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations.
Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies.
I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.
General Information |
| Firm Start Year: | 2014 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | Independent Financial Partners |
| Name of Custodial Firm: | Fidelity Investments, Charles Schwab and Pershing |
| States Licensed in: | CA, FL, GA, MO, NJ, NY, TX |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Email, Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Variable Annuity, Long Term Care, Variable Life, Life |
Firm Information |
| Assets Managed by Firm: | $35,000,000 |
| Assets Managed by Advisor: | $35,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | I Belong, DFW |
| Position : | Treasurer |
| Duration : | 05/01/2023-Present |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Four Oaks Financial, LLC are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks. Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan The IFP representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, GA, MO, NJ, NY, TX. The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. References to third parties and links to websites contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by IFP. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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