George
Lex
Etico Wealth Management LLC
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About this Advisor
George Lex is a chartered financial consultant working in King Of Prussia, Pennsylvania with a total of 12 years of relevant experience. Lex is on the advisory team at Etico Wealth Management LLC. Over the course of their career, they have held roles at Dinosaur Securites, Dinosaur Securities, Dlg Weath Management, LLC and Etico Partners, LLC. Lex has a Series 63 license, designating them as a securities agent, and is able to work in Pennsylvania. Etico Wealth Management LLC is a financial advisory business based out of Clifton Park, NY. The investment advisory business has offices in five locations and a total of 11 advisors. It manages $91 million in assets among its 294 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 294 customer accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which service is offered. Fees charged by Etico Wealth Management LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Etico Wealth Management LLC Brokerage Details
$90,552,526
11
294
$308,002
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
George Lex Work History
George has been registered as a financial advisor for 12 years.*
Etico Partners, LLC
Dlg Weath Management, LLC
Dinosaur Securites
Dinosaur Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Lex to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Etico Wealth Management LLC
Clifton Park, NY
Clifton Park, NY
Bloomington, IN
Utica, NY
Clifton Park, NY
Clifton Park, NY
King Of Prussia, PA
Clifton Park, NY
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