Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Hanford is a financial advisor with LPL Financial LLC. Georgia has been in the financial industry for over 20 years, and her experience includes working with clients on their investment needs. Georgia has worked for several firms, including UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Georgia holds the Series 66, Series 7 and SIE licenses. Georgia is currently registered in Georgia, Kentucky, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Georgia's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. LPL Financial LLC offers a variety of financial planning services, including portfolio management, investment advisory services, and financial planning.
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
CA
06/27/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
01/09/2008 - 07/01/2022
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
04/23/1999 - 01/17/2008
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
BOTH
Issued 05/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Georgia Hanford is the right advisor for you? Invested Better is here to help.
