George Schrode, financial advisor Ludington MI

George Schrode

CRD Number: 1916862
Current Firm: Primerica Advisors

George Schrode (CRD# 1916862) is an Investment Advisor Representative working at Primerica Advisors in Ludington, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Ludington, MI Nov 2020 - Current 3
Primerica Financial Services Ludington, MI Jun 2020 - Current 3
Schrode Lodgings LLC Baldwin, MI Oct 2014 - Current 9
Us Bank Cincinnati, OH Nov 2010 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2020
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for George Schrode
Phone Number: 833-786-0550
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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