Stephen George (CRD# 2275480) is an Investment Advisor Representative working at Panorama Point Partners, LLC in Omaha, NE and has over 27 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interalpen Partners, LLC | Omaha, NE | Oct 2020 - Current | 3 |
| Panorama Point Partners, LLC | Omaha, NE | Feb 2013 - Current | 11 |
| Spearhead Capital, LLC | Omaha, NE | Mar 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CO
- NE
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$11,388,321
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CO, NE, UT
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