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George Limbach

37 Years of Experience
Conshohocken, PA
Broker

George Limbach is a registered investment advisor, based in Conshohocken, PA, with 37 years of industry experience.

Location

300 Conshohocken State Road, Suite 230, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is treasurer for St. Mary Magdalene Community, president/board chair for PAR-Recycle Works, and a board member for The Jazz Sanctuary. He also serves on the investment committee for Missionary Sisters of the Holy Rosary, spending minimal time on each of these activities.

Employment History
Current Registrations
Keel Point Capital, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Keel Point Capital, LLC
January 2023 - Present · 3 yrs 3 mos
Compass Ion Advisors, LLC
November 2013 - Present · 12 yrs 5 mos
Previous Registrations
Ege Advisors, LTD.
January 2009 - December 2009 · 11 mos
Apw Capital, INC.Broker
December 2008 - January 2023 · 14 yrs 1 mo
Comprehensive Capital Management, INC.
December 2008 - January 2014 · 5 yrs 1 mo
Ege Advisors, LTD.
September 2001 - December 2008 · 7 yrs 3 mos
Emerging Growth Equities, LTD.Broker
July 2001 - December 2008 · 7 yrs 5 mos
Investec Pmg CapitalBroker
January 1999 - July 2001 · 2 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
January 1989 - January 1999 · 10 yrs
State Registrations7 states
DEFLMAMDNYPATX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
George Limbach - Financial Advisor | TrueAdvisor