Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Keleigh George is an investment advisor representative with B.o.s.s. Retirement Advisors, LLC. Lisa is registered with the state of Washington and has been in the industry since September 2022. Lisa has passed the Uniform Investment Adviser Law Examination, also known as the Series 65 exam. Lisa specializes in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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WA
07/05/2024 - Present
B.o.s.s. Retirement Advisors, LLC (Kirkland WA)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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