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GE

George A. Egan

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CRD#: 1989979
GE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Alfred Egan was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1989. George had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 2, 2012 - December 31, 2021

CORNERSTONE CAPITAL SYSTEMS, INC.

RIA
CRD#: 132317
RICHMOND, CA
Past

August 30, 2011 - February 1, 2012

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
RICHMOND, CA
Past

June 8, 2009 - August 10, 2011

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

June 8, 2009 - August 10, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
RICHMOND, CA
Past

July 26, 2002 - March 20, 2009

FOOTHILL SECURITIES, INC.

RIA
CRD#: 1027
RICHMOND, CA
Past

July 26, 2002 - June 8, 2009

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
RICHMOND, CA
Past

May 30, 2001 - August 5, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 30, 2001 - August 5, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 26, 1998 - June 6, 2001

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 23, 1994 - February 2, 1998

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

October 26, 1989 - March 27, 1990

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/1/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CC
CORNERSTONE CAPITAL SYSTEMS, INC.
CORNERSTONE CAPITAL SYSTEMS | EGAN, GEORGE ALFRED | CORNERSTONE CAPITAL SYSTEMS, INC.

CRD#: 132317 / SEC#:

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Contact information


Main Address
3150 Hilltop Mall Road #60, Richmond, CA 94806
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CORNERSTONE CAPITAL SYSTEMS, INC.

CRD#: 132317

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