Georgeanne AistCRD Number: 2695469
Current Firm: Lincoln Financial Advisors Corporation
Compensation Model: Both
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-1542459-070816
David Wealth Management, LLC
Prudential Financial Planning Services
Northwestern Mutual Investment Services,llc
|Aist Wealth Planning||Waldorf, MD||Nov 2015 - Current||5|
|Lincoln Financial Advisors||Waldorf, MD||Nov 2015 - Current||5|
|Infinex Investments, Inc.||La Plata, MD||May 2012 - Nov 2015||3|
|Community Bank Of Tri-county||La Plata, MD||May 2012 - Oct 2015||3|
|Pnc Investments Inc.||Pittsburgh, PA||Sep 2010 - May 2012||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2007 - Sep 2010||3|
|Metlife Securities, Inc.||Elkridge, MD||Jul 2005 - Jun 2007||1|
|Metropolitan Life Insurance Co||Elkridge, MD||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Apr 2001|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
|S7||General Securities Representative Examination (GS)||May 2004|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management26,806MILLIONS
Total Number of Accounts76,852ACCOUNTS
Average Account Value$348,795
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp.
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