A complete list of active advisors currently associated with First Georgetown Securities, Inc.

Warmer can help you find a great advisor at First Georgetown Securities, Inc. or one who fits your needs even better.

First Georgetown Securities provides discretionary managed-account services primarily to individual clients, including high‑net‑worth investors, using growth, growth‑and‑income, and income strategies. The firm operates under written investment management agreements and typically applies a negotiable $250,000 account minimum. The firm’s investment approach emphasizes tactical asset allocation informed by both fundamental and technical analysis, with typical holdings in Treasury securities, corporate bonds, common and preferred stocks, and mutual funds. First Georgetown may use option hedging, occasional short selling, and cash positions as risk‑management tools, and monitors accounts regularly (at least weekly). The firm is also a FINRA‑registered broker‑dealer and several advisory representatives are registered to effect securities transactions; these representatives may receive commission compensation and the firm discloses and seeks to mitigate the related conflict (including reduced commission rates). Its brochure also discloses prior regulatory actions and states that client assets are held with third‑party qualified custodians while the firm performs fee deductions.

To learn more about the advisors currently working at First Georgetown Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.