George Wells (CRD# 5393041) is an Investment Advisor Representative working at Versaille Capital Advisors, LLC in Clarkston, MI and has over 16 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cirrus Capital, LLC | Birmingham, MI | May 2022 - Current | 1 |
| Family 1st Financial Dba Legacy Of America | Clarkston, MI | Apr 2001 - Current | 23 |
| Versaille Capital Advisors, LLC | Clarkston, MI | Aug 1995 - Current | 28 |
| Black Oak Capital, Llc Dba Fundteq | Clarkston, MI | Oct 2015 - Mar 2024 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
MI
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