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Deborah Lynn George

Capital Analysts

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About Deborah Lynn George

Deborah Lynn George is a financial advisor with over 16 years of experience in the industry. Deborah is currently registered with Capital Analysts and Beacon Financial Advisory LLC. Deborah has also been previously registered with Sanders Morris Harris Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Deborah has a Series 7, Series 24, and SIE. Deborah is based in Cleveland, Ohio and serves clients in Ohio.

Firm Information

Deborah George is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah George’s Registration & Firm History

OH

06/05/2012 - Present

Capital Analysts (CLEVELAND OH)

OH

04/23/2010 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)

OH

05/02/2007 - 05/21/2010

SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)

OH

03/02/2004 - 04/17/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)

IN

03/02/2004 - 06/08/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 04/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Lynn George.
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