George Arthur Andress III
Professional Summary
George Arthur Andress III, who also goes by George Arthur Andress, is a registered financial advisor currently at KM&M PINNACLE, LTD. located in Mansfield, Ohio. George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. George has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
George Arthur Andress III, George Arthur Andress
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Current Firm
KM&M PINNACLE, LTD. | PINNACLE CPA WEALTH PLANNING SERVICES
Contact Information
Main Address
590 Lexington Ave., Mansfield, OH 44907Phone Number
(419) 756-3211# of Employees
3Documents
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
State Registrations and Notice Filings
(11/21/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view George Arthur Andress III's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
NET WORTH ADVISORY GROUP, LLC
THE DALA GROUP, LLC