Georgeanne Aist, financial advisor Waldorf MD

Georgeanne Aist

CRD Number: 2695469
Current Firm: Prudential Financial Planning Services
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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Prudential Financial Planning Services
Company Name Location Dates Years
Pruco Securities, LLC Charlotte Hall, MD May 2021 - Current 2
Prudential Insurance Company Of America Charlotte Hall, MD May 2021 - Current 2
Lincoln Financial Advisors Waldorf, MD Nov 2015 - May 2021 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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Georgeanne G. Aist
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
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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