George Q. Offutt
Professional summary
George Quentin Offutt is a registered financial advisor currently at GQO INVESTMENT ADVISORS, INC. located in Meadowlakes, Texas and CALTON & ASSOCIATES, INC. located in Marble Falls, Texas.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. George has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Quentin Offutt's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2003 - Present
GQO INVESTMENT ADVISORS, INC.
June 30, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 1002 Marble Heights Drive Suite 101, Marble Falls, TX 78654July 25, 2013 - July 21, 2023
DOMINION INVESTOR SERVICES, INC.
March 23, 2000 - July 25, 2013
EDI FINANCIAL, INC.
September 3, 1996 - April 3, 2000
RUSHMORE SECURITIES CORPORATION
March 2, 1994 - September 6, 1996
1ST GLOBAL CAPITAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2023)
(8/22/2003)
(6/30/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
GQO INVESTMENT ADVISORS, INC.
CRD#: 118002 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 28,804,596 |
Red Flags
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