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George E. Clutts

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CRD#: 2394932
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Eric Clutts, who also goes by George E Clutts, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1993. George had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George E Clutts

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. 02/18/2009 - Alliance Investment Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 03/25/2015 - No Business Name - Investment Related - Jackson County, IL - Real Estate Rental - Farm Owner - Start Date 01/01/2005 - 4 Hours Per Month/ 0 Hours During Securities Trading 3. 06/23/2023 - Alliance Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/20/2023 - 80 Hours Per Month/ 4 Hours During Securities Trading

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 23, 2023 - January 16, 2024

ALLIANCE WEALTH ADVISORS

RIA
CRD#: 156712
CARBONDALE, IL
Past

March 20, 2009 - December 31, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
CARBONDALE, IL
Past

March 20, 2009 - December 31, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
CARBONDALE, IL
Past

January 1, 2008 - March 30, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CARBONDALE, IL
Past

January 1, 2008 - March 30, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CARBONDALE, IL
Past

August 17, 2001 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CARBONDALE, IL
Past

October 25, 1993 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CARBONDALE, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/6/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ALLIANCE WEALTH ADVISORS
ALLIANCE WEALTH ADVISORS | ROSE, JAN JEFFREY | ALLIANCE WEALTH MANAGEMENT LLC | ALLIANCE WEALTH MANAGEMENT

CRD#: 156712 / SEC#:

Florida
Registered Investment Advisory firm - (8/13/2024 Approved)
Illinois
Registered Investment Advisory firm - (5/25/2011 Approved)
Missouri
Registered Investment Advisory firm - (7/16/2024 Approved)
Tennessee
Registered Investment Advisory firm - (5/14/2019 Terminated)
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Contact information


Main Address
115 S. Washington, Carbondale, IL 62901
Mailing Address
Phone number
(618) 457-6525
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts510
AUM (Assets Under Management)$ 79,725,321

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.

Company Information


ALLIANCE WEALTH ADVISORS

CRD#: 156712

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Contact information


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