George Elias, financial advisor Brunswick OH
90 score

George Elias

CRD Number: 6142944
Current Firm: Brokers Financial

George Elias (CRD# 6142944) is an Investment Advisor Representative working at Brokers Financial in Brunswick, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Brunswick, OH Aug 2015 - Current 1
Global Tax Consulting Brunswick, OH Oct 2011 - Current 5
Harvest Financial Group, LLC Brunswick, OH Jan 2014 - Aug 2015 1
Invest Financial Corp. Broadview Heights, OH Jan 2013 - Dec 2013 < 1
Tax Projects Group Independence, OH May 2006 - Sep 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for George Elias
Phone Number: 641-755-4635
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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