Geoffrey E. Lester-george
Professional summary
Geoffrey Ervin Lester-george, who also goes by Geoff Ervin George, Geoff George, Geoff Ervin Lester-george, is a registered financial advisor currently at LIFETIME CAPITAL PLANNING GROUP LLC located in Flower Mound, Texas.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Geoffrey has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Ervin Lester-george's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2018 - Present
LIFETIME CAPITAL PLANNING GROUP LLC
Office #1: 700 Parker Square Road Suite 190, Flower Mound, TX 75028July 21, 2017 - May 21, 2018
BROOKSTONE WEALTH ADVISORS, LLC
November 10, 2015 - July 14, 2017
GRADIENT INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2018)
(12/8/2020)
Exams
Current Firm
LIFETIME CAPITAL PLANNING GROUP LLC
CRD#: 292120 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 204 |
| AUM (Assets Under Management) | $ 60,264,486 |
Red Flags
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