George Paul Niziol

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Raymond James Financial Services
  Lewisville, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Lewisville, TX
• 10/2007 → 12/2022
  George P. Niziol, Cfp Wealth Management, Llc
  Vancouver, WA
• 10/2022 → 12/2022
  George P. Niziol, Cfp Investment Adviser Representative, Llc
  Vancouver, WA
• 01/2023 → Present
  George P. Niziol, Cfp Investment Adviser Representative, Llc
  Lewisville, TX

Previous Registrations

• 2002-06-07 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Vancouver, WA
  Vancouver, WA

Other Businesses

(1) Name of Business: George P Niziol, CFP Investment Adviser Representative LLC, 4400 State Highway 121, Suite 300-314, Lewisville, TX 75056-4561 United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member

Exams

• S66 Uniform Combined State Law Examination
  2002-06-06

Designations

• Certified Financial Planner