George T. Pate Iii
Professional summary
George Thomas Pate Iii III, CFP®, who also goes by George Thomas Pate III, George Thomas Pate, George Pate III, is a registered financial advisor currently at THE JOURNEYS GROUP, INC. located in Winterville, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. George has worked at 1 firm and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Thomas Pate Iii III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
August 9, 2019 - Present
THE JOURNEYS GROUP, INC.
Office #1: 222 Emily Dr, Winterville, NC 28590State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/9/2019)
Current Firm
THE JOURNEYS GROUP, INC.
CRD#: 152275 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 63,000,000 |
Red Flags
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Company Information
THE JOURNEYS GROUP, INC.
CRD#: 152275Winterville, NC 28590TRUST BUT VERIFY
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