George Shirley is a CFP-designated registered investment advisor, based in McLean, VA, with 28 years of industry experience.
Location
1800 Tysons Blvd, Suite 360, McLean, VA, 22102
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is an agent for Steward Partners Global Advisory installing insurance products, dedicating a few hours per week. He also provides advisory services for Steward Partners Investment Advisory LLC and is involved with The Verus Team, a support company, as well as being a trustee and Rec Committee Chair for Arlington Soccer Association, all requiring minimal time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations26 states
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.