Unclaimed
George Lawrence McReynolds is an investment advisor representative who has been in the industry since 1995. Currently, George is registered with LPL Financial LLC and is licensed in Florida, Nevada, New Jersey, North Carolina, Pennsylvania, and Virginia. George is also registered as an Investment Advisor in Pennsylvania. Prior to LPL Financial LLC, George was registered with Cambridge Investment Research, Inc. and Commonwealth Financial Network. George has a broad range of experience in financial services and is committed to providing sound financial advice to clients. George is a licensed life coach and works with Protective Wealth Care. George is a well-respected and experienced advisor with a strong track record of success.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
12/05/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
05/31/2018 - 12/14/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lansdale PA)
PA
04/04/2011 - 06/01/2018
COMMONWEALTH FINANCIAL NETWORK (LANSDALE PA)
PA
05/17/2001 - 04/27/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDALE PA)
IA
11/10/1997 - 03/14/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MD
12/12/1996 - 11/20/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
OH
10/16/1995 - 02/07/1997
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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