Unclaimed
George Barry Lynas is a financial professional with over 30 years of experience in the industry. George has a wide range of experience in securities, insurance, and tax preparation. George holds multiple licenses and designations including Series 6, 7, 22, 63, and 65, and is a Chartered Financial Consultant. George is currently registered with Eagle Strategies LLC in Texas. George also works with individuals, families, businesses, and charitable organizations and provides a variety of services, including financial planning, investment management, and insurance brokerage. George has a commitment to providing his clients with personalized financial advice and solutions that meet their unique needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/30/2024 - Present
Eagle Strategies LLC (FRISCO TX)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure George Lynas is the right advisor for you? Invested Better is here to help.