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George M. Mcwhorter

MCWHORTER CAPITAL INVESTMENTS
College Station, TX
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CRD#: 1607563
GM

Professional summary


George Michael Mcwhorter, who also goes by Mike Mcwhorter, is a registered financial advisor currently at MCWHORTER CAPITAL INVESTMENTS located in College Station, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. George has worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Mcwhorter

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.
Texas A&M AgriLife Research, The Borlaug Institute for International Agriculture, Texas A&M University System. My academic activities are not investment related. The University is located in College Station, TX. The nature of my activities are related to adult education. I Manage soft money training grants and develop training program content. My title at the Institute is Senior Director. My employment was initiated in February of 1996. I work approximately 80 hours/mo. I monitor market/trading activities throughout each work day.

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CRS (Client Relationship Summary) - RIA


Click below to view George Michael Mcwhorter'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®
None

Experience


Current

October 12, 2022 - Present

MCWHORTER CAPITAL INVESTMENTS

RIA
CRD#: 114479
College Station, TX
Past

January 3, 2001 - December 31, 2002

NALICO EQUITY CORPORATION

BD
CRD#: 15530
GIESSEN,
Past

May 30, 1996 - April 28, 2000

HUCKIN FINANCIAL GROUP, INC.

BD
CRD#: 8593
HOUSTON, TX
Past

October 27, 1993 - May 2, 1996

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

July 1, 1993 - October 27, 1993

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 8, 1992 - July 2, 1993

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

March 26, 1990 - July 9, 1992

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

February 20, 1990 - March 10, 1990

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

February 24, 1987 - October 14, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
Texas
(10/12/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 3/17/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MC
MCWHORTER CAPITAL INVESTMENTS
GEORGE MICHAEL MCWHORTER | MCWHORTER CAPITAL INVESTMENTS

CRD#: 114479 / SEC#:

Texas
Registered Investment Advisory firm - (4/12/2000 Approved)
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Contact information


Main Address
College Station, TX
Mailing Address
Phone number
(979) 693-0187
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts143
AUM (Assets Under Management)$ 39,400,092

Red Flags


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

Company Information


MCWHORTER CAPITAL INVESTMENTS

CRD#: 114479College Station, TX

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