George T. Pate
Professional summary
George Thomas Pate JR, CFP®, who also goes by Tommy Pate, is a registered financial advisor currently at THE JOURNEYS GROUP, INC. located in Winterville, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. George has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Thomas Pate JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
December 7, 2009 - Present
THE JOURNEYS GROUP, INC.
Office #1: 222 Emily Dr, Winterville, NC 28590July 1, 2017 - December 14, 2018
ALPHASTAR CAPITAL MANAGEMENT
November 1, 2013 - June 27, 2025
SYMMETRY PARTNERS
December 31, 2001 - March 17, 2010
OSAIC FS, INC.
October 1, 1997 - December 31, 2011
OSAIC FS, INC.
October 5, 1984 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2010)
(12/7/2009)
Exams
Current Firm
THE JOURNEYS GROUP, INC.
CRD#: 152275 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 63,000,000 |
Red Flags
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