Michael George, financial advisor Lorain OH
87 score

Michael George

CRD Number: 3066655
Current Firm: Stratos Wealth Partners, Ltd

Michael George (CRD# 3066655) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lorain, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners Lorain, OH Jan 2014 - Current 2
Lpl Financial Lorain, OH Dec 2013 - Current 3
Athletes Financial Westlake, OH Jan 2013 - Current 3
State Farm Insurance Lorain, OH Sep 2012 - Jan 2013 < 1
State Farm Vp Management Corp Lorain, OH Sep 2012 - Jan 2013 < 1
Michael B. George, Cpa Lorain, OH Aug 2011 - Sep 2012 1
Mai Wealth Advisors LLC Cleveland, OH Apr 2001 - Aug 2011 10

Michael George has no recent exams reported.
Contact Info for Michael B. George
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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