GP
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George Perros

43 Years of Experience
Danville, KY
4 DisclosuresSells Insurance

George Perros is a registered investment advisor at Resurgent Advisors, based in Danville, KY, with 43 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
392 clients
Average Client Portfolio
$833K average
Assets Under Management
$326.4M

Fee Structure

Minimum Investment:None

Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.

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Location

301 West Main, Danville, KY, 40422

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History

Regulatory History (4)
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Regulatory
August 2021
Final
Civil
February 2021
Pending
Financial
May 2017
Final
Employment Separation After Allegations
February 2007
Other Business ActivitiesSells Insurance

George is involved in several real estate LLCs, managing properties and serving as a general partner. He also serves as the mayor of Danville, KY, and is an independent licensed insurance agent, dedicating minimal time to advising on insurance purchases.

Employment History
Current Registrations
Resurgent Advisors
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
April 2015 - January 2018 · 2 yrs 9 mos
Encompass Financial Advisors LLC
February 2015 - December 2019 · 4 yrs 10 mos
Yellowstone Partners
May 2013 - March 2015 · 1 yr 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2007 - May 2013 · 6 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
February 2007 - May 2013 · 6 yrs 3 mos
Hilliard Lyons Asset Management
January 2004 - February 2007 · 3 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 1983 - February 2007 · 24 yrs 1 mo
State Registrations1 state
KY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.