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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge John Lampard is a financial advisor who has been in the industry since 1997. George is currently registered with Morgan Stanley and has been with the firm since 2012. George previously worked for Capital One Investment Services LLC and Capital One Investments, LLC. George holds the Series 63, 66, 7 and SIE licenses. George specializes in providing financial planning, asset allocation advice and portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
LA
02/12/2014 - Present
Morgan Stanley (Mandeville LA)
LA
05/31/2008 - 05/08/2012
CAPITAL ONE INVESTMENT SERVICES LLC (SLIDELL LA)
LA
01/11/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SLIDELL LA)
MN
07/23/1997 - 01/07/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/1997 - 01/07/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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