George M. Livingston
LIVINGSTON FINANCIAL PLANNING
Santa Rosa Beach, FL 32459
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CRD#: 4763249
Professional summary
George Mayo Livingston III, CFP®, who also goes by Buz Livingston, George Mayo Livingston, is a registered financial advisor currently at LIVINGSTON FINANCIAL PLANNING, INC. located in Santa Rosa Beach, Florida.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. George has worked at 1 firm and has passed the Series 65 exam.
Biography
Buz is a former free-lance writer for the online Web site, The Motley Fool where his articles were been picked up by Yahoo! Finance, MSN Money and other Web resources. He has been quoted in leading industry magazines including Money, Financial Advisor, Business Week Online, Investment News, and The Street.com Buz also writes a weekly financial advice column locally for The Walton Sun
Buz has served as board member and past president of Walton County Habitat for Humanity. He also volunteers for the South Walton Turtle Watch. His goals in life include finding the perfect barbeque, never needing a lawnmower and determining the optimum number of kayaks a man should own.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Retirement Income Management
Comprehensive Financial Planni...
Social Security Planning
Investment Planning
Do you have an area of expertise or specialization?
Hourly
Insurance Related Issues
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Real Estate Investments
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Buz Livingston | George Mayo Livingston
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.
BS MANAGEMENT INC.
TIMBERLAND AND FARMLAND MANAGEMENT LOCATED IN DECATUR COUNTY GEORGIA. THIS IS NOT INVESTMENT RELATED. I OWN IT JOINTLY WITH MY WIFE, HOWEVER, I AM RESPONSIBLE FOR ANY MANAGEMENT DECISIONS. I SPEND 10-15 HOURS PER MONTH ON THIS ACTIVITY. I DEAL WITH THIS BUSINESS AFTER SECURITY TRADING HOURS.
I AM RESPONSIBLE FOR MANAGEMENT DECISIONS RELATED TO TIMBER PRODUCTION AND FARM RENTAL ACTIVITIES.
CRS (Client Relationship Summary) - RIA
Click below to view George Mayo Livingston III'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®
CFP®
Start date: 2005
Experience
Current
April 22, 2003 - Present
LIVINGSTON FINANCIAL PLANNING, INC.
Office #1: 2050 West County Road, M -1,suite 230, Santa Rosa Beach, FL 32459RIA
CRD#: 128246
Santa Rosa Beach, FL
Past
April 22, 2003 - December 31, 2005
LIVINGSTON FINANCIAL PLANNING, INC.
RIA
CRD#: 128246
SANTA ROSA BEACH, FL
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
Florida(4/22/2003)
IAR
Georgia(2/16/2006)
IAR
Texas(9/19/2024)
Current Firm
LIVINGSTON FINANCIAL PLANNING, INC.
BS MANAGEMENT | LIVINGSTON FINANCIAL PLANNING, INC. | LIVINGSTON FINANCIAL NETWORK,INC. | GEORGE MAYO LIVINGSTON III
CRD#: 128246 / SEC#:
Florida
Registered Investment Advisory firm - (4/22/2003 Approved)Georgia
Registered Investment Advisory firm - (2/2/2006 Approved)Texas
Registered Investment Advisory firm - (9/19/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2050 West County Road 30a M1-unit 230, Santa Rosa Beach, FL 32459
Mailing Address
Phone number
(850) 267-1068
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 10,343,820 |
Red Flags
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Company Information
LIVINGSTON FINANCIAL PLANNING, INC.
CRD#: 128246Santa Rosa Beach, FL 32459TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
