Walter L. George
Professional summary
Walter Lake George III, who also goes by Lake George, Walter Lake George, is a registered financial advisor currently at MANNA WEALTH STRATEGIES, LLC located in Bossier City, Louisiana.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Walter has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Walter Lake George III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2021 - Present
MANNA WEALTH STRATEGIES, LLC
January 22, 2020 - March 2, 2020
WINGO ASSET MANAGEMENT, LLC
October 29, 2015 - February 1, 2021
BROOKSTONE WEALTH ADVISORS, LLC
July 7, 2014 - November 6, 2015
AMERITAS INVESTMENT COMPANY, LLC
December 23, 2013 - November 6, 2015
AMERITAS INVESTMENT COMPANY, LLC
February 2, 2011 - December 31, 2011
PLANMEMBER SECURITIES CORPORATION
February 6, 2008 - March 3, 2010
PLANMEMBER SECURITIES CORPORATION
January 5, 2006 - February 4, 2008
MADISON AVENUE SECURITIES, LLC
February 18, 2004 - December 31, 2005
BROOKLIGHT PLACE SECURITIES, INC.
November 28, 2000 - November 3, 2003
CARILLON INVESTMENTS, INC.
December 13, 1999 - February 6, 2001
SUMMIT BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2021)
(1/20/2022)
Exams
Current Firm
MANNA WEALTH STRATEGIES, LLC
CRD#: 311887 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 10,116,290 |
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.
