Deborah L. George

CAPITAL ANALYSTS

CLEVELAND, OH 44122

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CRD#: 4383646

Professional summary

Deborah Lynn George, who also goes by Deborah Lynn Vasiloff, is a registered financial advisor currently at CAPITAL ANALYSTS located in Cleveland, Ohio and BEACON FINANCIAL ADVISORY LLC located in Cleveland, Ohio.

Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Deborah has worked at 7 firms and has passed the SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deborah Lynn Vasiloff

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.

BEACON FINANCIAL ADVISORY POSITION: My role at BFA will be the Chief Compliance Office and Chief Operating Officer. NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 04/04/2016 ADDRESS: 25825 Science Park Drive, Suite 110, Cleveland OH 44122, United States DESCRIPTION: Monitor and supervise compliance. Registration has been filed with the State of Ohio for the RIA. BEACON FINANCIAL PARTNERS POSITION: Chief Operations Officer - W2 employee. Managerial and Supervisory Duties NATURE: Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 174 START DATE: 05/01/2007 ADDRESS: 25825 Science Park Drive, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Various Administrative and Management Duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn George's CRS (Customer Relationship Summary).

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

June 5, 2012 - Present

CAPITAL ANALYSTS

Office #1: 25825 Science Park Drive, Ste 110, Cleveland, OH 44122

RIA

CRD#: 162200

CLEVELAND, OH

Current

April 17, 2015 - Present

BEACON FINANCIAL ADVISORY LLC

Office #1: 25825 Science Park Drive Suite 110, Cleveland, OH 44122

RIA

CRD#: 174334

Cleveland, OH

Current

June 1, 2012 - Present

LINCOLN INVESTMENT

Office #1: 25825 Science Park Drive Suite 110, Cleveland, OH 44122

RIA

CRD#: 519

Cleveland, OH

Past

June 1, 2012 - March 20, 2015

LINCOLN INVESTMENT

RIA

CRD#: 519

FORT WASHINGTON, PA

Past

April 26, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

CLEVELAND, OH

Past

April 23, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CLEVELAND, OH

Past

May 3, 2007 - May 21, 2010

SANDERS MORRIS LLC

RIA

CRD#: 20580

BEACHWOOD, OH

Past

May 2, 2007 - May 21, 2010

SANDERS MORRIS LLC

CRD#: 20580

BEACHWOOD, OH

Past

May 10, 2004 - April 17, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

March 2, 2004 - June 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 2, 2004 - April 17, 2007

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(6/1/2012)

IAR

Ohio
(6/5/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/16/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CAPITAL ANALYSTS

CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS

CRD#: 162200 / SEC#: 801-74614

RIA

Registered Investment Advisory firm - (4/17/2012 Approved)

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Contact information

Main Address

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232

Mailing Address

Phone number

(800) 242-1421

Established

Firm type

Fiscal year end

# of Employees

739

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (8/13/2025)

CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (8/13/2025)

Regulatory assets under management

Total Number of Accounts	26,578
AUM (Assets Under Management)	$ 8,713,202,466

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
09/27/2023	Cover Page	Report
03/29/2023	Cover Page	Report

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.

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Advisor Monitoring

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Deborah L. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn George's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL ADVISORY LLC

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

SANDERS MORRIS LLC

SANDERS MORRIS LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

CAPITAL ANALYSTS

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2004

Series 24

Date: 4/16/2004

FINRA

Current Firm

CAPITAL ANALYSTS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL ANALYSTS

TRUST BUT VERIFY

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