George Cleland (CRD# 7209947) is an Investment Advisor Representative working at Primerica Advisors in Valdosta, GA and has over 4 years of experience in the finance industry.
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Valdosta, GA | Jan 2020 - Current | 4 |
Northeast Georgia Health System | Braselton, GA | Jan 2019 - Current | 5 |
Primerica Financial Services | Valdosta, GA | Jun 2018 - Current | 5 |
South Georgia Medical Center | Valdosta, GA | Apr 2010 - May 2019 | 9 |
Colquitt Regional Medical Center | Moultrie, GA | Sep 2017 - Aug 2018 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2020 |
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- GA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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