Unclaimed
George Popov is a financial advisor at LPL Financial LLC, an investment firm headquartered in Fort Mill, South Carolina. George has been in the industry since 1999 and holds the following licenses: Series 7, 24, 63, 65, and 66. In addition to the registrations held with LPL Financial LLC, George is also registered with the states of Florida, Georgia, Louisiana, Mississippi, New Mexico, and Texas. George specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. George is also a registered representative of LPL Financial 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.
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.
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2
LA
01/07/2015 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
06/17/2009 - 11/29/2011
MORGAN KEEGAN & COMPANY, INC. (BATON ROUGE LA)
LA
04/28/2009 - 06/16/2009
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
07/10/2006 - 05/08/2009
CITIGROUP GLOBAL MARKETS INC. (LAKE CHARLES LA)
LA
07/06/2001 - 07/14/2006
CAPITAL ONE INVESTMENTS, LLC (LAKE CHARLES LA)
NY
09/30/1999 - 06/14/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 04/01/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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