George Xavier Escobar

Current Employers

Employment History

• 11/2014 → 06/2024
  Next Financial Group, Inc.
  Chico, CA
• 06/2024 → 09/2025
  Avantax Investment Services Inc.
  Covina, CA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Covina, CA
• 06/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Covina, CA
• 06/2024 → Present
  Xavier Consulting
  Covina, CA
• 06/2011 → Present
  Firstway Insurance Service Inc
  Covina, CA
• 06/2011 → Present
  Firstway Insurance Service Inc
  Covina, CA
• 06/2024 → Present
  Xavier Consulting
  Covina, CA
• 06/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Covina, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Covina, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-24 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Covina, CA
• 2017-06-05 → 2024-06-26
  Next Financial Group, Inc.
  Chico, CA
  Covina, CA
  Newport Beach, CA
• 2004-05-25 → 2005-11-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ontario, CA

Other Businesses

1) XAVIER CONSULTING POSITION: Financial Advisor NATURE: I will offer investment planning, financial planning, estate planning, retirement planning, tax consulting, and tax planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 120 START DATE: 06/17/2024 ADDRESS: 628 Shoppers Ln, Covina CA 91723, United States DESCRIPTION: Meet with clients, review investment performance, discuss best ways to file for tax savings. Discuss the goals of the client. Also talk about their retirement plan and life in retirement. 2) FIRSTWAY INSURANCE SERVICE INC POSITION: Agent NATURE: In interviewing prospective clients and doing my discovery if there is a health insurance gap or no medical insurance I suggest a Private Health Plan, Covered California, and Medicare. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/20/2011 ADDRESS: 628 Shoppers Ln, Covina CA 91723, United States DESCRIPTION: I only deal with the health care if the question comes up or upon discovery with potential client or existing clients.Meet with clients, help clients find proper health insurance coverage and plan design.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-03
• S63 Uniform Securities Agent State Law Examination
  2009-11-11

Other Names

• George X Escobar