BG

Britney C. George

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CRD#: 5711563
BG

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.

Britney Chance George, who also goes by Britney Danielle Chance, was a registered financial professional .

Britney is a previously registered financial professional and started their career in finance in 2009. Britney had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Britney Danielle Chance

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 22, 2009 - June 3, 2013

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

RIA
CRD#: 138858
SHREVEPORT, LA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/2009
Uniform Investment Adviser Law Examination

Current Firm


EF
EAGLE FINANCIAL MANAGEMENT SERVICES, LLC
EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

CRD#: 138858 / SEC#: 801-65727

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Contact information


Main Address
400 Travis St. Suite 518, Shreveport, LA 71101
Mailing Address
Phone number
(318) 698-3759
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts430
AUM (Assets Under Management)$ 102,569,487

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.

Company Information


EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

CRD#: 138858

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