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George Keith Demetriades

Advisor at Kingsview Wealth Management, LLC — Pampa, TX

Updated today

Credentials

CFP®, Series 66

Experience

14 years

Location

Pampa, TX 79065

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

116

Across 71 offices

Clients per advisor

105 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

About

George Demetriades is a CFP® with 14 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 12 years. Demetriades is a board member and investment manager for the Pampa Youth Community Center, a nonprofit organization. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commission from insurance products and futures trading if IARs are licensed; commissions vary

Project-based

Hourly financial planning fees charged, specific rates not stated

Other

Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable

Location

See office

Pampa, TX

321 N Ballard St

Pampa TX 79065

Advisors at this office

1

Most active in

Texas

Work history

14 years of industry experience

Kingsview Wealth Management Llc

2023 - Present • 3 years

Pampa, TX

Kingsview Partners LLC

2023 - Present • 3 years

Grants Pass, OR

Edward Jones

2011 - 2023 • 12 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel F

Series 66

Pampa, TX

LPL Financial

Daniel Fowler is a financial advisor with LPL Financial in Pampa, Texas, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Happy State Bank. Outside of advisory work, he is involved in managing Fowler Investment Services and is a partner in an agricultural venture focused on hunting and recreation land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas R

Series 63, Series 66

Pampa, TX

Edward Jones

Thomas Reynolds is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, Reynolds is a partner in a local sports broadcasting business covering high school football and basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 advisors and manages over $1 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jacqueline B

Series 63, Series 66

Pampa, TX

Edward Jones

Jacqueline Braddock is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a co-owner of Braddock Properties LLC, involved in commercial property, and has interests in leasing residential property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Renee S

Series 66

Pampa, TX

Cetera

Renee Shephard is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for four years. Renee is based in Pampa, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Benny W

Series 63, Series 66

Pampa, TX

Edward Jones

Benny Watson is a financial advisor at Edward Jones with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 66 designations. Outside of advising, he serves as president of the Pampa Country Club, where he meets monthly with the board to assist with daily operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Steven G

Series 63, Series 66

Pampa, TX

Edward Jones

Steven Glover is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is involved in application development with Biblioteko, LLC, focusing on Salesforce, and creates content for a travel website about vacations to Kauai. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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