Alan GeorgeCRD Number: 5983923
Current Firm: Edward Jones
Alan George (CRD# 5983923) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Des Peres, MO||Oct 2011 - Current||5|
|K1 Creative||Eureka, MO||Oct 2011 - Current||5|
|Froeschner Creative||Saint Louis, MO||Aug 2009 - Current||8|
|T&j Restaurants||Saint Charles, MO||Feb 2006 - Current||11|
|K1 Creative||Eureka, MO||Oct 2009 - Oct 2011||2|
|Froeschner Creative||Saint Louis, MO||Jul 2006 - Aug 2009||3|
|Carpet Values Distributing||Kingdom City, MO||May 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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