George Mcelroy
Professional summary
George Mcelroy, who also goes by George Terrance Mcelroy, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Des Plaines, Illinois.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. George has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Mcelroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2019 - Present
TRUSTMONT ADVISORY GROUP, INC.
March 9, 2017 - March 5, 2019
INFINITY FINANCIAL SERVICES
March 9, 2017 - March 5, 2019
INFINITY FINANCIAL SERVICES
December 18, 2003 - March 23, 2017
LPL FINANCIAL LLC
December 18, 2003 - March 23, 2017
LPL FINANCIAL LLC
July 1, 2003 - December 18, 2003
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - December 18, 2003
WELLS FARGO CLEARING SERVICES, LLC
January 4, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
August 23, 1995 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2019)
Exams
Current Firm
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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