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George Lifsey

33 Years of Experience
Nashville, TN
Broker

George Lifsey is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2007 - Present · 19 yrs 3 mos
Raymond James & Associates, INC.
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Suntrust Investment Services, INC.
June 2005 - February 2007 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Alexander Key Investments
June 2005 - June 2005 · 0 mos
Suntrust Capital Markets, INC.Broker
November 2004 - June 2005 · 7 mos
UBS Financial Services INC.
January 2004 - October 2004 · 9 mos
UBS Financial Services INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
J.C. Bradford & CO.Broker
March 1992 - August 2000 · 8 yrs 5 mos
State Registrations32 states
ALARAZCACODCFLGAIDILINKSKYLAMAMIMOMSNCNJNVNYOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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