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George M. Perros

RESURGENT ADVISORS
Danville, KY 40422
Some features on this profile are disabled
CRD#: 1090014
GP

Professional summary

George Michael Perros, who also goes by Mike Perros, is a registered financial advisor currently at RESURGENT ADVISORS located in Danville, Kentucky.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. George has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Perros

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Michael Perros's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2020 - Present

RESURGENT ADVISORS

Office #1: 301 West Main, Danville, KY 40422
RIA
CRD#: 299575
Danville, KY
Past

April 23, 2015 - January 2, 2018

APW CAPITAL, INC.

BD
CRD#: 43814
Danville, KY
Past

February 24, 2015 - December 31, 2019

ENCOMPASS FINANCIAL ADVISORS LLC

RIA
CRD#: 174531
DANVILLE, KY
Past

May 15, 2013 - March 6, 2015

YELLOWSTONE PARTNERS

RIA
CRD#: 137236
DANVILLE, KY
Past

February 26, 2007 - May 6, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
DANVILLE, KY
Past

February 26, 2007 - May 6, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
DANVILLE, KY
Past

January 7, 2004 - February 21, 2007

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
DANVILLE, KY
Past

January 19, 1983 - February 21, 2007

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
DANVILLE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC

CRD#: 299575 / SEC#: 801-117725

RIA
Registered Investment Advisory firm - (12/4/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(1/3/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/15/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/9/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

RA
RESURGENT ADVISORS
3G WEALTH MANAGEMENT | TRIPLE GATE ADVISORS, LLC | TRIPLE GATE ADVISORS | TAYLOR WEALTH LLC | SUTTER WEALTH MANAGEMENT | RESURGENT FINANCIAL ADVISORS LLC | RESURGENT ADVISORS | PEACHTREE FINANCIAL GROUP | PEACHTREE COLLEGE PLANNING | ENCOMPASS FINANCIAL ADVISORS LLC | EAST FRANKLIN CAPITAL, LLC

CRD#: 299575 / SEC#: 801-117725

RIA
Registered Investment Advisory firm - (12/4/2019 Approved)
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Contact information

Main Address
6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339
Mailing Address
Phone number
(770) 615-8383
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RESURGENT FRM BROCHURE 3.31.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts925
AUM (Assets Under Management)$ 326,381,640

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RESURGENT ADVISORS

CRD#: 299575Danville, KY 40422

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