George AppersonCRD Number: 1362409
Current Firm: Novare Capital Management
George Apperson (CRD# 1362409) is an Investment Advisor Representative working at Novare Capital Management in Greenville, SC and has over 13 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Apperson Management||Greenville, SC||Feb 2002 - Current||16|
|Apperson Management||South Brisbane,||Jan 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2005|
Total Assets Under Management1,040MILLIONS
Total Number of Accounts1,352ACCOUNTS
Average Account Value$769,099
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, NH, OH, PA, SC, TN, TX, VA