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Alison Karis George

Lincoln Financial Distributors, Inc.

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About Alison Karis George

Alison Karis George has been in the financial services industry since March 3, 1986. Alison is currently registered with Lincoln Financial Distributors, Inc. Alison is a licensed securities professional holding the following registrations: Series 6, 7, 24, 26, 63, and SIE. Prior to joining Lincoln Financial Distributors, Inc., Alison worked for LINCOLIN FINANCIAL ADVISORS CORPORATION, LINCOLN FINANCIAL SECURITIES CORPORATION, TRAVELERS DISTRIBUTION LLC, TOWER SQUARE SECURITIES, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, and AETNA INVESTMENT SERVICES, INC.

Firm Information

Alison George is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alison George’s Registration & Firm History

CT

05/17/2005 - Present

Lincoln Financial Distributors, Inc. (HARTFORD CT)

CT

06/10/2014 - 05/09/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

06/10/2014 - 05/09/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (HARTFORD CT)

CT

09/20/2000 - 05/19/2005

TRAVELERS DISTRIBUTION LLC (HARTFORD CT)

CA

05/15/1995 - 05/05/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CT

12/06/1994 - 02/07/1995

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

CT

10/15/1993 - 11/28/1994

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

11/21/1985 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 08/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 03/27/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/20/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Karis George.
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