Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ronald Toulson is an investment advisor representative with Glass Jacobson Wealth Advisors in Owings Mills, MD. George has been in the industry since 1996 and has experience with Legg Mason Investor Services, LLC, Vanguard Marketing Corporation, and PRUCO Securities Corporation. George has a variety of licenses and certifications including Series 6, 7, 24, 63, and 65. He is also a Certified Financial Planner and a Chartered Financial Analyst. George specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Referral fees; revenues from educational product sales
1
2
MD
10/04/2021 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
11/22/2016 - 07/25/2019
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
PA
02/04/2000 - 10/31/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
CA
10/07/1997 - 12/31/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
05/15/1996 - 09/30/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure George Toulson is the right advisor for you? Invested Better is here to help.
