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GF

George F. Fisher

BOYNTON FINANCIAL LLC
San Antonio, TX
Some features on this profile are disabled
CRD#: 3266677
GF

Professional summary

George Franklin Fisher is a registered financial advisor currently at BOYNTON FINANCIAL LLC located in San Antonio, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. George has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

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.
ALLIANZ, NO, PO BOX 59060 MINNEAPOLIS, MN 55459, FIXED ANNUITY & LIFE INSURANCE-NO VARIABLE CONTRACTS, REP, SALE OF FIXED INSURANCE & ANNUITIES, 11/2003, 2HRS/MONTH, 0HRS/DURING SEC HOURS GEORGE F FISHER, INV. REL:N ADD: VARIES NATURE:LIFE/DI/LTC/FIXED ANNUITY/HEALTH INS FOR VARIOUS CARRIERS POSITION: BROKER START:5/2007 NO HR/MO:4 NO HR/MO DURING SEC TRADING:4 DUTIES:SALES OF INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Franklin Fisher'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

January 24, 2017 - Present

BOYNTON FINANCIAL LLC

RIA
CRD#: 143201
San Antonio, TX
Past

February 15, 2011 - December 31, 2016

BOYNTON FINANCIAL LLC

RIA
CRD#: 143201
KERRVILLE, TX
Past

April 1, 2004 - June 16, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BETHESDA, MD
Past

June 3, 2002 - June 16, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BETHESDA, MD
Past

May 16, 2001 - June 7, 2002

LPL FINANCIAL LLC

RIA
CRD#: 6413
SHEPHERDSTOWN, WV
Past

February 8, 2000 - June 7, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

December 7, 1999 - February 1, 2000

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH

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
(1/24/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/6/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BOYNTON FINANCIAL LLC
BOYNTON FINANCIAL LLC | FRANK E. BOYNTON | BOYNTON FINANCIAL, LLC

CRD#: 143201 / SEC#:

Texas
Registered Investment Advisory firm - (1/24/2017 Approved)
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Contact information

Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 602-3891
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 5,599,207

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

BOYNTON FINANCIAL LLC

CRD#: 143201San Antonio, TX

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