GP
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.
1. DELTA EPSILON ACQUISITIONS, NOT INVESTMENT RELATED, LEXINGTON, KY 40426; NON-PROFIT REAL ESTATE LLC; GENERAL PARTNER SINCE 2004; MANAGE PROPERTY; 1-3 MARKET HOURS PER MONTH, NO NON-MARKET HOURS; NO COMPENSATION; 2. DELTA EPSILON CHAPTER OF DELTA TAU DELTA HOUSE CORP.; NOT INVESTMENT RELATED, LEXINGTON KY 40506; NON-PROFIT REAL ESTATE; CORP.; RESIDENT SINCE 1999; OVERSEE MANAGEMENT OF PROPERTY; 1-3 MARKET HOURS PER MONTH, NO NON-MARKET HOURS; NO COMPENSATION; 3. CITY OF DANVILLE, NOT INVESTMENT RELATED, DANVILLE, KY 40422; PUBLIC SERVICE SETTING AGENDA FOR CITY; MAYOR SINCE 2015 20-40 MARKET HOURS PER MONTH; 20-30 NON-MARKET HOURS PER MONTH; PAID SALARY. 4. 303 WEST MAIN BLDG., NOT INVESTMENT RELATED, DANVILLE, KY 40422; REAL ESTATE LLC, MANAGES PROPERTY; OWNER SINCE 1989; 1-3 MARKET HOURS PER MONTH, NO NON-MARKET HOURS; COMPENSATION BASED ON NET PROFIT. 5. MICHAEL G. PERROS, INVESTMENT RELATED, DANVILLE, KY 40422, INDEPENDENT LICENSED INSURANCE AGENT, ADVISE ON APPROPRIATE PURCHASES OF INSURANCE; 1-3 MARKET HOURS PER MONTH, 1-2 NON-MARKET HOURS PER MONTH; COMPENSATION: COMMISSION. 6. 301 WEST MAIN PARTNERS; NOT INVESTMENT RELATED; DANVILE, KY 40422; REAL ESTATE LLC; MANAGES PROPERTY; GENERAL PARTNER SINCE 1986; 1-3 MARKET HOURS PER MONTH, NO NON-MARKET HOURS; COMPENSATION: 75% OF NET PROFITS.
CRS (Client Relationship Summary) - RIA
Click below to view George Michael Perros's 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®
NoneExperience
Current
January 3, 2020 - Present
RESURGENT ADVISORS
Office #1: 301 West Main, Danville, KY 40422RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 925 |
| AUM (Assets Under Management) | $ 326,381,640 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
