Geoffrey Lester-George, financial advisor Flower Mound TX

Geoffrey Lester-George

CRD Number: 5586499
Current Firm: Lifetime Capital Planning Group LLC

Geoffrey Lester-George (CRD# 5586499) is an Investment Advisor Representative working at Lifetime Capital Planning Group LLC in Flower Mound, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lifetime Capital Planning Group, LLC Flower Mound, TX Jul 2017 - Current 6
Geoffrey George, Sole Proprietor Flower Mound, TX Apr 2009 - Current 14
Retirement Wealth Advisors Edina, MN Jul 2017 - May 2018 < 1
Gradient Investments, LLC Arden Hills, MS Nov 2015 - Jul 2017 1
Gradient Investments, LLC Arden Hills, MN Jul 2015 - Jul 2017 2
Northest Ltc Minneapolis, MN Apr 2009 - Jul 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Geoffrey E. Lester-George
Phone Number: 972-410-2047
Firm Website:
Registered State(s):
  • MN
  • TX
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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