George KuperCRD Number: 1454712
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
George Kuper (CRD# 1454712) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Jasper, IN and has over 31 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Raymond James Financial Services Advisors, Inc.
|J.j.b. Hilliard, W.l. Lyons, Inc.||Jasper, IN||Jan 1986 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Feb 2015|
Total Assets Under Management7,638MILLIONS
Total Number of Accounts24,586ACCOUNTS
Average Account Value$310,678
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV