Melissa L. George

INVESTHER FIDUCIARY SOLUTIONS

Atlanta, GA

CRD#: 2900237

Professional summary

Melissa L George, who also goes by Melissa George Austin, Melissa Lianne Austin, Melissa Depriest, Melissa Lianne George, Melissa L George Bailey, is a registered financial advisor currently at INVESTHER FIDUCIARY SOLUTIONS, LLC located in Atlanta, Georgia.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Melissa has worked at 8 firms and has passed the Series 63, Series 65, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa George Austin | Melissa Lianne Austin | Melissa Depriest | Melissa Lianne George | Melissa L George Bailey

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.

Board Chair, House Proud Non-Profit, 2020-2021, 6 hours per month Treasurer, Center Park Neighborhood Association, 2019-2021, 2 hours per month Board Member, Girls Inc. Atlanta, Non-Profit, 4 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa L George'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®

None

Experience

Current

May 31, 2013 - Present

INVESTHER FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 144815

Atlanta, GA

Past

January 6, 2012 - December 31, 2012

INVESTHER FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 144815

STONE MOUNTAIN, GA

Past

August 30, 2010 - December 31, 2011

INVESTHER FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 144815

ATLANTA, GA

Past

June 2, 2009 - June 29, 2010

CRD#: 265

MONTPELIER, VT

Past

April 29, 2003 - January 23, 2004

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ATLANTA, GA

Past

April 2, 2003 - January 23, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 2, 2003 - January 23, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 28, 2003 - April 11, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 105796

ATLANTA, GA

Past

September 11, 1997 - April 1, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

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

Georgia
(5/31/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/22/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/22/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 6/1/2009

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 7/27/1999

General Securities Representative Examination

Current Firm

INVESTHER FIDUCIARY SOLUTIONS, LLC

CRD#: 144815 / SEC#:

Georgia

Registered Investment Advisory firm - (5/31/2013 Approved)

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Contact information

Main Address

2905 E Point Street #91589, Atlanta, GA 30344

Mailing Address

Phone number

(678) 218-4900

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Melissa L. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa L George's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTHER FIDUCIARY SOLUTIONS, LLC

INVESTHER FIDUCIARY SOLUTIONS, LLC

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR ASSET MANAGEMENT, INC.

INVESTHER FIDUCIARY SOLUTIONS, LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/22/2009

Series 65

Date: 2/22/1999

Series 6

Date: 6/1/2009

Series 7

Date: 7/27/1999

Current Firm

INVESTHER FIDUCIARY SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

INVESTHER FIDUCIARY SOLUTIONS, LLC

TRUST BUT VERIFY

Contact information

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