GM
George P. Mcclanahan
CETERA INVESTMENT ADVISERS LLC
GREENSBORO, NC
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CRD#: 7767923
GM
Professional summary
George Pickett Wilson Mcclanahan, who also goes by George Pickett Mcclanahan, George Pickett Wil Mcclanahan, George Mcclanahan, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Greensboro, North Carolina and CETERA WEALTH SERVICES, LLC located in Greensboro, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. George has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George Pickett Mcclanahan | George Pickett Wil Mcclanahan | George Mcclanahan
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.
1) WISDOM WEALTH CARE POSITION: Client Services Coordinator NATURE: Wisdom Wealth Care is the financial planning arm of the Law Offices of Cheryl David. Our Advisors provide financial planning services to clients including investment management, retirement planning, investment planning, and general financial advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/19/2023 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: Scheduling client appointment, preparing paperwork for clients, managing client records, answering customer calls, assisting financial advisors with any and all tasks requested. 2) LAW OFFICES OF CHERYL DAVID POSITION: Accountant NATURE: The Law Office of Cheryl David provides estate planning for clients. This includes the preparation of deeds, wills, and trusts, as well as the administration of estates and trusts for clients following their death. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/19/2023 ADDRESS: 528 College Rd, Greensboro NC 27410, United States DESCRIPTION: In this role I assist with billing, accounting, financial reporting, banking, and record keeping for the Law Offices of Cheryl David.
CRS (Client Relationship Summary) - RIA
Click below to view George Pickett Wilson Mcclanahan'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GREENSBORO, NC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 528 College Road, Greensboro, NC 27410BD
CRD#: 13572
GREENSBORO, NC
Past
July 15, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Greensboro, NC
Past
May 8, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GREENSBORO, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(9/5/2025)
IAR
North Carolina(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
