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George Arthur McCall

Investment Adviser Representative at INVESTMENT ADVISORY GROUP LLC

Sarasota, FLCRD #1345796Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
States Registered
2 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

George Arthur Mccall has worked in the securities industry since 1985. They have passed the Series 65, 63, 51, 24, 22, 7, and 6 examinations. They are registered to provide investment advisory services in Florida and Massachusetts.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaMassachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/17/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 3/21/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/16/1985
Series 22
Direct Participation Programs Representative Examination
Passed 5/9/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/14/1985
Series 51
Municipal Fund Securities Principal Examination
Passed 4/17/2008
Series 24
General Securities Principal Examination
Passed 12/27/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Balanced & Equity / Bond Fund: $1 to $1M1.00%
Balanced & Equity / Bond Fund: Over $1M0.75%
Individual Fixed Income Portfolios: All0.50%
Source

Investment Advisory Group LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INVESTMENT ADVISORY GROUP LLCCurrent
7/16/1998Sarasota, FL
CETERA ADVISORS LLCCurrent
6/5/1998Naples, FL
CETERA ADVISORS LLC
7/16/20198/4/2020Greenwood Village, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INVESTMENT ADVISORY GROUP LLC

4 other advisors in the directory

View INVESTMENT ADVISORY GROUP LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George Arthur McCall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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George Arthur McCall - Financial Advisor in Sarasota, FL | AdvisorFinder