George E. Mowrey

G. EARL MOWREY & CO., L.L.C

Youngstown, OH 44505

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CRD#: 1567213

Professional summary

George Earl Mowrey, CFP®, who also goes by G Earl Mowrey, is a registered financial advisor currently at G. EARL MOWREY & CO., L.L.C located in Youngstown, Ohio.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. George has worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G Earl Mowrey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OWNER OF RENTAL PROPERTY BUSINESS THAT OPERATES FROM SAME ADDRESS AS SECURITIES BUSINESS APPROX 5 HOURS PER MONTH DEVOTED TO RENTAL BUSINESS DURING NON-SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Earl Mowrey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

July 10, 2012 - Present

G. EARL MOWREY & CO., L.L.C

Office #1: 4964 Belmont Avenue Suite A, Youngstown, OH 44505

RIA

CRD#: 120802

Youngstown, OH

Past

June 1, 2004 - August 3, 2009

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

YOUNGSTOWN, OH

Past

April 29, 1997 - June 1, 2004

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

February 19, 1993 - April 29, 1997

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

April 22, 1991 - March 1, 1993

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

November 19, 1989 - April 23, 1991

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 25, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/10/2012)

IAR

Pennsylvania
(11/5/2021)

IAR

Texas
(12/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/8/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/1997

General Securities Principal Examination

Current Firm

G. EARL MOWREY & CO., L.L.C

G. EARL MOWREY & CO., L.L.C | MOWREY, G. EARL | G. EARL MOWREY & CO., L.L.C.

CRD#: 120802 / SEC#: 801-69497

RIA

Registered Investment Advisory firm - (8/10/2012 Terminated)

Ohio

Registered Investment Advisory firm - (7/12/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/5/2021 Approved)

Texas

Registered Investment Advisory firm - (12/23/2020 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4964 Belmont Avenue Suite A, Youngstown, OH 44505

Mailing Address

Phone number

(330) 759-3444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	142
AUM (Assets Under Management)	$ 43,217,261

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

George E. Mowrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Earl Mowrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

G. EARL MOWREY & CO., L.L.C

TRUSTMONT FINANCIAL GROUP, INC.

SECURITIES SERVICE NETWORK, LLC

FSC SECURITIES CORPORATION

THE O.N. EQUITY SALES COMPANY

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/1987

Series 7

Date: 11/15/1986

Series 24

Date: 7/25/1997

Current Firm

G. EARL MOWREY & CO., L.L.C

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

G. EARL MOWREY & CO., L.L.C

TRUST BUT VERIFY

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