George Perros, financial advisor Danville KY
68 score

George Perros

CRD Number: 1090014
Current Firm: Encompass Financial Advisors LLC

George Perros (CRD# 1090014) is an Investment Advisor Representative working at Encompass Financial Advisors LLC in Danville, KY and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Apr 2015 - Current 1
Encompass Financial Advisors LLC Danville, KY Apr 2013 - Current 3
Yellowstone Partners, LLC Danville, KY Apr 2013 - Mar 2015 1
Stifel, Nicolaus & Company, Incorporated Danville, KY Apr 2007 - Apr 2013 6
Stifel, Nicolaus & Company, Incorporated Louisville, KY Feb 2007 - Apr 2007 < 1
J.j.b. Hilliard, W.l. Lyons, Inc. Danville, KY Oct 1982 - Feb 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for George M. Perros
Phone Number: 859-236-2339
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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