George Caylor
CRD Number: 810069Current Firm: United Planners' Financial Services Of America A Limited Partner
George Caylor (CRD# 810069) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Lynchburg, VA and has over 36 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Feb 2021 - Current | 3 |
| George V. Caylor | Lynchburg, VA | Feb 2021 - Current | 3 |
| The Caylor Group | Lynchburg, VA | Feb 2021 - Current | 3 |
| Surviving Georgie, LLC | Lynchburg, VA | Jan 2016 - Current | 8 |
| George V. Caylor | Lynchburg, VA | Feb 2010 - Current | 14 |
| Tea Time | Lynchburg, VA | Jan 1999 - Current | 25 |
| Vintage | Lynchburg, VA | Apr 2020 - Jun 2022 | 2 |
| Mml Investors Services, Inc. | Charlottesville, VA | Feb 1990 - Feb 2021 | 31 |
| #ia Mml Investors Services, Inc. | Lynchburg, VA | Feb 1990 - Feb 2021 | 31 |
| Massachusetts Mutual Life Ins. Company | Springfield, MA | Jan 1990 - Feb 2021 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- VA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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