Andrew Neal George

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 03/2013 → 08/2026
  Regions Bank
  Starkville, MS
• 03/2013 → 02/2019
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 02/2019
  Cetera Investment Advisers Llc
  Starksville, MS
• 08/2026 → Present
  Savvy
  Starkville, MS

Previous Registrations

• 2014-01-21 → 2019-02-12
  Cetera Investment Advisers Llc
  Starkville, MS
• 2013-03-22 → 2014-01-21
  Cetera Investment Services Llc
  Starkville, MS
  St Cloud, MN
• 2009-01-02 → 2011-06-09
  Raymond James Financial Services Advisors, Inc
  Starkville, MS
• 2008-11-21 → 2009-01-02
  Raymond James Financial Services, Inc.
  Starkville, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-28
• S66 Uniform Combined State Law Examination
  2008-10-16
• S63 Uniform Securities Agent State Law Examination
  2003-03-21

Other Names

• Andrew Neal George