GH
George G. Hoyle
MMA ASSET MANAGEMENT LLC
Greensboro, NC 27408
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CRD#: 2202224
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Professional summary
George Gibbons Hoyle, AIF® is a registered financial advisor currently at MMA ASSET MANAGEMENT LLC located in Greensboro, North Carolina and MMA SECURITIES LLC located in Greensboro, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. George has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. INDEPENDENT FIXED INSURANCE BUSINESS / WRITING UNIVERSAL LIFE, WHOLE LIFE, TERM LIFE, DISABILITY, LONG TERM CARE AND CRITICAL ILLNESS INSURANCE / GREENSBORO, NC / APPROVED FEBRUARY 3, 2005 2. 09/03/2015 - COMPASS REAL ESTATE PARTNERS, LLC - REAL ESTATE RENTAL - NOT INV REL - 3903 NORTH ELM STREET GREENSBORO NC 27455 - START 09/17/2013 - 1 HRS/MO NOT DURING SECS TRDG HRS. 3. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA Agency (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework. 4. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours. 5. University of North Carolina - Greensboro; 1400 Spring Garden Street, Greensboro NC 27412; not investment-related; Trustee; Higher Education; start date - July 2000; number of hours spent per month - 2 hrs; number of hours spent durin securities trading hours - 2 hours per month; Serves as advisor to Chancellor and University 6. Greensboro Police Foundation; 320 Federal Place, Greensboro, NC 27401; not investment-related; Board Member; Start Date - June 2022; number of hours spent per month - 1 hour; number of hours spent during securities trading hours - 1 hour per month; provides advocacy and financial support for Greensboro Police as part of board membership 7. Greensboro Sports Foundation; 2411 Gate City Blvd., Greensboro NC, 27403; not investment-related; Board Member; Start date - January 2023; number of hours spent per month - 2 hours; number of hours spent during during securities trading hours - 1 hour per month; provides general financial support and advocacy for the organization as part of board membership 8. United Way - Greater Greensboro; 1500 Yanceyville Street, Greensboro NC 27405; not investment-related; Committee co-chair of Tocqueville Society; Start date- 2019; number of hours spent per month - 1 hour; number of hours spent during securities trading hours - 0; Supports fundraising goals of the non-profit. 9. Center City Investors, LLC; Not Investment Related; 301 N Elm St. Suite 100 Greensboro, NC 27401; Real estate investment partnership; Voting Partner; Start Date 8/2025; Spend 4 hours a month; 2 hours spent during securities trading hours; Determine the disposition of real estate, including identifying the best and highest use for a 10-acre site in downtown Greensboro
CRS (Client Relationship Summary) - RIA
Click below to view George Gibbons Hoyle'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®
Experience
Current
April 3, 2023 - Present
MMA ASSET MANAGEMENT LLC
Office #1: 701 Green Valley Road Suite 301, Greensboro, NC 27408RIA
CRD#: 155426
Greensboro, NC
Current
April 3, 2023 - Present
MMA SECURITIES LLC
Office #1: 701 Green Valley Rd Suite 308, Greensboro, NC 27408Office #2: 701 Green Valley Road Suite 308, Greensboro, NC 27048RIA
BD
CRD#: 44254
Greensboro, NC
Current
April 3, 2023 - Present
MMA SECURITIES LLC
Office #1: 701 Green Valley Rd Suite 308, Greensboro, NC 27408RIA
BD
CRD#: 44254
Greensboro, NC
Past
May 13, 2005 - April 3, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENSBORO, NC
Past
May 13, 2005 - April 3, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENSBORO, NC
Past
February 17, 2005 - May 16, 2005
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
GREENSBORO, NC
Past
May 17, 2002 - May 16, 2005
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
April 28, 1992 - May 8, 2002
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC
CRD#: 155426 / SEC#: 801-71975
RIA
Registered Investment Advisory firm - (11/10/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/3/2023)
RR
California(4/3/2023)
RR
Colorado(4/3/2023)
RR
Florida(4/3/2023)
RR
Georgia(4/3/2023)
RR
Idaho(4/3/2023)
RR
Louisiana(4/3/2023)
RR
Maryland(4/3/2023)
RR
New Jersey(4/3/2023)
RR
New York(4/3/2023)
RR
North Carolina(4/3/2023)
IAR
North Carolina(4/3/2023)
RR
Pennsylvania(4/3/2023)
IAR
Pennsylvania(4/4/2023)
RR
South Carolina(4/3/2023)
RR
Vermont(4/3/2023)
RR
Virginia(4/3/2023)
IAR
Virginia(4/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC
CRD#: 155426 / SEC#: 801-71975
RIA
Registered Investment Advisory firm - (11/10/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
161 Washington Street Suite 1200, Conshohocken, PA 19428
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(610) 684-3200
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 555 |
| AUM (Assets Under Management) | $ 715,242,096 |
Red Flags
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Company Information
MMA ASSET MANAGEMENT LLC
CRD#: 155426Greensboro, NC 27408TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
