Danny McGeorgeCRD Number: 4429395
Current Firm: Umb Financial Services, Inc.
Danny McGeorge (CRD# 4429395) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 15 years of experience in the finance industry.
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|Umb Scout Brokerage||Kansas City, MO||Feb 2006 - Current||11|
|Umb Bank||Kansas City, MO||Dec 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Sep 2001|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI