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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| 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 |
- MN
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$284,729
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MN, TX
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