George Kirkland
George Kirkland is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5219 City Bank Parkway, Suite 120, Lubbock, TX, 79407
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a Vice President at City Bank, managing their investment book of business, dedicating about 10-20% of his time. He also has ownership in GR8 Investments, LLC and Impacto Enterprises, LLC, both involved in rental real estate and other investments, but spends minimal time on these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Hilltop Securities Independent Network INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 states
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