Unclaimed
George Lee Karnes is a financial advisor who has been in the industry since May 2008. George is currently registered with Wells Fargo Clearing Services, LLC. George is a registered representative and investment advisor representative in Virginia and Texas. Prior to joining Wells Fargo Clearing Services, LLC, George worked for Edward Jones. George is a registered representative and investment advisor representative in a number of states, including Texas, Virginia, California, and Florida. George has a strong track record of providing financial advice to individuals and families.
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.
Investment consulting services to institutional clients
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
VA
05/08/2015 - Present
Wells Fargo Clearing Services, LLC (FRONT ROYAL VA)
VA
05/29/2008 - 05/11/2015
EDWARD JONES (FRONT ROYAL VA)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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