Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sweet is a financial professional with over 35 years of experience in the industry. George is currently registered with Calton & Associates, Inc. and has been with the firm since June 2023. Previously, George was employed by Dominion Investor Services, Inc., NTB Financial Corporation, William C. Burnside & Company, Inc., Delta Equity Services Corporation, Investmentpost Inc., American Express Financial Advisors Inc., The Robinson-Humphrey Company Inc., Interstate/Johnson Lane Corporation, and Johnson, Lane, Space, Smith & Co., Inc. George is a licensed Investment Advisor Representative and a Registered Representative. George is dedicated to providing his clients with the highest level of service and personalized financial advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/28/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
GA
01/03/2022 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (MARTINEZ GA)
CO
03/18/2021 - 12/31/2021
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
GA
06/18/2004 - 04/13/2021
WILLIAM C. BURNSIDE & COMPANY, INC. (MARTINEZ GA)
MA
08/16/2004 - 09/27/2004
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
GA
01/11/1995 - 07/14/2004
INVESTMENTPOST INC. (AUGUSTA GA)
MN
08/20/1991 - 12/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
GA
03/23/1990 - 08/29/1991
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NC
10/14/1988 - 02/27/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
10/22/1987 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 01/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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