Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lea has been in the financial services industry for over 30 years. George holds licenses in Arkansas, New Mexico and Texas. George currently works for ISC Advisors, Inc. and has worked for this company since 2019. George has also worked for Institutional Securities Corporation in the past. George has a range of experience and expertise in various areas of the financial services industry, including financial planning, pension consulting, and portfolio management. George is dedicated to providing personalized financial advice and investment strategies to individuals and families. George helps clients in the development of personalized financial plans for retirement, college savings, estate planning, and other 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/31/2019 - Present
ISC Advisors, Inc. (Bryan TX)
TX
07/31/1997 - 11/22/1999
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
MN
03/25/1996 - 06/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1996 - 06/24/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
04/02/1990 - 08/09/1995
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
BOTH
Issued 04/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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