Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Griswold is a financial advisor at Captrust. George has been in the financial services industry since 1993 and has a wide range of experience in providing financial advice to individuals, families, and businesses. George is a Certified Financial Planner and holds a Series 7, Series 24, Series 53, Series 55 and Series 63 license. George specializes in providing investment management, financial planning and retirement planning services. Prior to joining Captrust, George worked at Waters, Parkerson & Co., Inc. and Highwater Wealth Management, LLC.
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.
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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LA
08/19/2022 - Present
Captrust (New Orleans LA)
LA
02/01/1993 - 05/05/2006
WATERS, PARKERSON & CO., INC. (NEW ORLEANS LA)
IA
Issued 10/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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