Mary George is a registered investment advisor, based in Alpharetta, GA, with 17 years of industry experience.
Location
2300 LAKEVIEW PKWY, Suite 700, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
June 2018Other Business Activities
Mary owns Skirl Nest, a home-based craft sales business, dedicating about 10-20% of her time. She is also a VP at Plan Sponsor Consultants, a division of HUB International, working full-time servicing an existing book of Retirement Plan Business.
Employment History
Current Registrations
HUB International Investment Services INC.
November 2021 - Present · 4 yrs 6 mos
HUB International Investment Services INC.Broker
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLC
November 2010 - Present · 15 yrs 6 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Nrp Advisors, INC.
May 2009 - November 2010 · 1 yr 6 mos
Nrp Financial, INC.Broker
July 2008 - November 2010 · 2 yrs 4 mos
State Registrations2 states
GATX
AdvisorBrokerBoth
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.