Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Alfred Lupton is a financial advisor with Truist Advisory Services, Inc., based in Atlanta, Georgia. George has over 30 years of experience in the financial services industry and is registered to provide investment advice in several states. His experience includes roles with BB&T Securities, LLC, Scott & Stringfellow, LLC, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., RAIKE Financial Group Inc., Renaissance Financial Securities Corp., Robert Todd Financial Corp., McCarley and Associates, Inc., Barkley-Lockman Investments Inc., and R A F Financial Corporation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/11/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ATLANTA GA)
GA
02/18/2005 - 03/21/2011
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
MO
07/01/2003 - 02/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/17/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/14/1997 - 10/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
GA
05/08/1997 - 09/18/1997
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
NA
01/23/1995 - 04/07/1997
RENAISSANCE FINANCIAL SECURITIES CORP.
NY
08/21/1992 - 12/31/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
SC
09/03/1991 - 08/05/1992
MCCARLEY AND ASSOCIATES, INC. (GREENVILLE SC)
NA
05/08/1990 - 03/24/1992
BARKLEY-LOCKMAN INVESTMENTS INC.
CO
03/02/1990 - 04/30/1990
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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