Daniel R. George
Professional summary
Daniel Richard George, who also goes by Daniel Richard George I, Dan George, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Lutz, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Richard George's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 8, 2026 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 130 Whitaker Rd, Lutz, FL 33549February 16, 2021 - September 2, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 20, 2017 - January 20, 2021
AGW CAPITAL ADVISORS
Primary Firm SEC Registration
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/8/2026)
Exams
Series 7TO
Date: 2/16/2021
General Securities Representative ExaminationCurrent Firm
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,204 |
| AUM (Assets Under Management) | $ 15,127,499,616 |
Red Flags
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