Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kirkland is a financial advisor with Raymond James Financial Services Advisors, Inc. He has been in the industry since 2001 and is licensed to provide financial advice in Colorado, Florida, New Mexico, Oklahoma and Texas. He has extensive experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. George holds the Series 7, Series 24, and Series 66 securities licenses and is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
TX
06/11/2007 - 09/18/2017
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (Lubbock TX)
TX
05/30/2006 - 09/27/2006
WELLS FARGO INVESTMENTS, LLC (LUBBOCK TX)
TX
04/20/2001 - 05/08/2006
WADDELL & REED, INC. (LUBBOCK TX)
BOTH
Issued 05/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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