Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Andrew Lauck has been an active financial professional since 1985. George is a Registered Representative of Lincoln Investment and Shepherd Financial Investment Advisory LLC. George specializes in providing financial planning, portfolio management, and selection of other advisors. He has a proven track record of success in helping individuals, families, and businesses achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
04/05/2020 - Present
Lincoln Investment (Carmel IN)
IN
09/08/2009 - 04/08/2020
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (INDIANAPOLIS IN)
CA
02/03/1997 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
OH
03/29/1990 - 01/31/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
03/20/1987 - 02/04/1989
KAUFMAN INVESTMENTS CORPORATION
NA
10/31/1986 - 03/30/1987
ABACUS EQUITY SERVICES, INC.
NA
03/18/1985 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
11/22/1983 - 03/25/1985
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 11/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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