George Elias (CRD# 6142944) is an Investment Advisor Representative working at Org Partners in Brunswick, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Org Partners | Brunswick, OH | Jul 2021 - Current | 2 |
| Premier Tax Consultants | Brunswick, OH | Oct 2011 - Current | 12 |
| Paragon Tax Advisory Services, LLC | Brunswick, OH | Jun 2015 - Dec 2022 | 7 |
| Emerald Investment Partners, LLC | Cary, NC | Jun 2020 - Jul 2021 | 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Sep 2017 - Jun 2020 | 2 |
| Regulus, LLC | Kentwood, MI | Sep 2017 - Jun 2020 | 2 |
| Brokers International Financial Services | Brunswick, OH | Aug 2015 - Sep 2017 | 2 |
| Harvest Financial Group, LLC | Brunswick, OH | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- OH
-
Total Assets Under Management984MILLIONS
-
Total Number of Accounts3,016ACCOUNTS
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Average Account Value$326,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VI, VT, WA, WI
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