Walter George, financial advisor Bossier City LA

Walter George

CRD Number: 2496428
Current Firm: Manna Wealth Strategies, LLC

Walter George (CRD# 2496428) is an Investment Advisor Representative working at Manna Wealth Strategies, LLC in Bossier City, LA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Manna Wealth Strategies, LLC Bossier City, LA Jan 2021 - Current 3
Retirement Wealth Advisors Bossier City, LA Oct 2015 - Current 8
Lake George Associates Inc/dba Manna Wealth Bossier City, LA Mar 1977 - Current 47
Ameritas Investment Corp Lincoln, NE Dec 2013 - Oct 2015 1
Ameritas Life Insurance Corp Lincoln, NE Oct 2011 - Oct 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Walter L. George
Phone Number: 318-747-7080
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $88,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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