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George Perros

Resurgent Advisors
43 Years of Experience
Danville, KY
4 DisclosuresSells Insurance
View SEC Summary
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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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 381 clients with $350M in assets under management.

Resurgent Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
381 clients
Average Client Portfolio
$931K average
Assets Under Management
$354.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Clients can be charged up to 2.25% annually on assets managed. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 West Main, Danville, KY, 40422

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2021
Final
Civil
February 2021
Pending
Financial
May 2017
Final
Employment Separation After Allegations
February 2007
View Full SEC ReportHow to Read Disclosures
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 9 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.
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