GB
GB

George Bokios

45 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
285 clients
Average Client Portfolio
$398K average
Assets Under Management
$113.5M

Fee Structure

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Location

1400 Colonial Blvd., Suite 4, Ft. Myers, FL, 33907

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is president of several companies, including Bokios Development, Peninsula Development Corp, Bokios Corp, ADCO Inc., and Board Broker Services. These businesses involve holding property, real estate investments, advertising, and managing cash flow, requiring minimal time commitment.

Employment History
Current Registrations
Regal Advisory Services, INC.
July 2006 - Present · 19 yrs 7 mos
Regal Securities, INC.Broker
November 1980 - Present · 45 yrs 3 mos
State Registrations5 states
CAFLILNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
George Bokios - Financial Advisor | TrueAdvisor