Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ray Breeden has been in the financial services industry since September 24, 1998. George is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative in Alabama. George has held previous positions with Securities America, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, VeraVest Investments, Inc., and Franklin Financial Services Corporation. George has experience in securities, investment advisory, and financial planning. George also provides tax preparation services. George is committed to helping clients achieve their financial goals.
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
AL
04/02/2024 - Present
LPL Financial LLC (DECATUR AL)
AL
06/28/2004 - 04/01/2024
SECURITIES AMERICA, INC. (DECATUR AL)
IN
01/08/2004 - 07/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/08/2004 - 07/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
10/29/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
TX
11/09/1994 - 12/31/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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