Georgeanne Aist, financial advisor Waldorf MD

Georgeanne Aist

CRD 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

CONTACT
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Company Name Location Dates Years
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
Contact Info for Georgeanne G. Aist
Phone Number: 800-237-3813
Advisor Website: https://www.AistWealth.com
Registered State(s):
  • MD
  • DC
  • VA
  • AR
By the Numbers
  • Total Assets Under Management
    26,806
    MILLIONS
  • Total Number of Accounts
    76,852
    ACCOUNTS
  • Average Account Value
    $348,795
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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