George R Denham

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2024 → 07/2024
  Trek Financial Llc
  Phoenix, AZ
• 05/2023 → 03/2024
  Unemployed
  Goodyear, AZ
• 10/2021 → 04/2023
  Pembroke Financial Services
  Haywards Heath
• 04/2021 → 10/2021
  Athena Wealth Planning
  Sevenoaks
• 04/2020 → 04/2021
  Unemployed
  Reigate
• 02/2019 → 04/2020
  Bordier & Cie (Uk)
  London
• 04/2016 → 02/2019
  Ips Capital
  London
• 09/2024 → 01/2025
  American United Life
  Scottsdale, AZ
• 11/2024 → 01/2025
  Oneamerica Securiites
  Scottsdale, AZ
• 03/2025 → 03/2026
  Edelman Financial Engines
  Santa Clara, CA
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-11-13 → 2025-02-12
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Scottsdale, AZ
• 2024-04-09 → 2024-08-01
  Trek Financial
  Phoenix, AZ
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-23
• S65 Uniform Investment Adviser Law Examination
  2024-02-19

Other Names

• George Richard Denham
• George Moorey-Denham