George Thomas Pate Iii

Employer firm

The Journeys Group, Inc. CRD 152275

$63.0M regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2019 → Present
  The Journey's Group, Inc.
  Ayden, NC
• 06/2018 → Present
  The Journeys Group, Inc.
  Ayden, NC
• 05/2017 → 06/2018
  Wake Forest Baptist Health
  Winston Salem, NC
• 09/2008 → 05/2017
  Na
  Na, NC
• 01/2020 → Present
  The Journey's Group, Inc.
  Ayden, NC

Other Businesses

Licensed insurance agent selling life, annuities etc; Is the business investment related: No; Location of the business: 556 Third St Ayden NC 28513 USA; Description of the business: Licensed insurance agent selling life, annuities etc. Responsibilities Duties: sales; Start date with business: 2018-07-10; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25; Will an IRS form for income earned be received: Yes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-19

Designations

• Certified Financial Planner

Other Names

• George Pate
• George Thomas Pate
• George Thomas Pate