George C. Flanner
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 Carleton Flanner Jr., who also goes by George Carleton Flanner, George Carlton Flanner Jr, was a registered financial professional .
George is a previously registered financial professional and started their career in finance in 1994. George had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 27, 2022 - November 20, 2023
PARKMONT WEALTH ADVISORS LLC
May 31, 2019 - September 30, 2022
ATLAS CAPITAL MANAGEMENT CORP
January 6, 2016 - May 31, 2019
HORTER INVESTMENT MANAGEMENT, LLC
February 17, 2012 - December 7, 2012
CARLTON EXCELSIOR GROWTH, LTD
May 20, 2002 - October 10, 2003
SIGNATOR INVESTORS, INC.
February 13, 1997 - May 8, 2002
VOYA FINANCIAL ADVISORS, INC.
September 8, 1994 - January 14, 1997
MARINER FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PARKMONT WEALTH ADVISORS LLC
CRD#: 291778 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 525 |
| AUM (Assets Under Management) | $ 34,991,837 |
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.
