George Finney, financial advisor Goshen IN
93 score

George Finney

CRD Number: 1885090
Current Firm: Everence Trust Company

George Finney (CRD# 1885090) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Everence Trust Company Goshen, IN Jan 2011 - Current 7
Unemployed Lancaster, PA Sep 2010 - Jan 2011 < 1
Cbiz Financial Solutions, Inc. Plymouth Meeting, PA Jun 2009 - Sep 2010 1
Abacus Consulting Lancaster, PA Feb 2009 - May 2009 < 1
Citizens Bank Lancaster, PA Aug 2005 - Feb 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for George G. Finney
Phone Number: 574-533-9511
Firm Website: http://www.everence.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,414
    MILLIONS
  • Total Number of Accounts
    3,697
    ACCOUNTS
  • Average Account Value
    $382,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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