George Kamel, financial advisor North Bethesda MD

George Kamel

CRD Number: 4676701
Current Firm: Prudential Financial Planning Services

George Kamel (CRD# 4676701) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Virginia Beach, VA Apr 2022 - Current 2
The Prudential Insurance Company Of America Virginia Beach, VA Apr 2022 - Current 2
Mml Investors Services, LLC Warwick, RI Mar 2017 - Apr 2022 5
Massmutual Life Insurance Co Warwick, RI Jul 2016 - Apr 2022 5
Metlife Securities Inc. Providence, RI Jun 2003 - Mar 2017 13
Metropolitan Life Insurance Company Providence, RI Jun 2003 - Jul 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for George B. Kamel
Phone Number: 800-235-7637
Registered State(s):
  • MA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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