George Webb

from Pension & Wealth Management Advisors
SEC regulated
Regulated Investment Advisor
George Webb is a financial advisor based in Massachusetts, Waltham, with 21 years of experience. George currently works for Pension & Wealth Management Advisors. George maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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George Webb works at Pension & Wealth Management Advisors
Pension & Wealth Management Advisors is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $172,137,233 of assets under management and employs about 8 people. Pension & Wealth Management Advisors uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
800 South Street, Suite 160, Waltham, Massachusetts, 2453

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