Kasey George, financial advisor Royal Oak MI
93 score

Kasey George

CRD Number: 3072291
Current Firm: Lincoln Investment

Kasey George (CRD# 3072291) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Royal Oak, MI Jan 2017 - Current 1
Legend Equities Corporation Palm Beach Gardens, FL Nov 2010 - Current 7
Valic Financial Advisors Auburn Hills, MI Oct 2003 - Oct 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Kasey P. George
Phone Number: 215-887-8111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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