George Harris (CRD# 2423916) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Gulf Shores, AL and has over 30 years of experience in the finance industry. George Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1276411
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5875302
Osaic Wealth, Inc.
CRD# 4729765
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Gulf Shores, AL | Jan 2021 - Current | 3 |
| Concourse Financial Group Securities Inc. | Gulf Shores, AL | Dec 2020 - Current | 3 |
| (dba) G H Financial Services LLC | Gulf Shores, AL | Jan 2006 - Current | 18 |
| The Institute For Wealth Management LLC | Denver, CO | Apr 2019 - Dec 2020 | 1 |
| Avalon Investment & Securities Group Inc. | Gulf Shores, AL | Jan 1999 - Nov 2020 | 21 |
| Institute For Wealth Advisors Inc. | Dallas, TX | Aug 2011 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
- AL
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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