George Loucas

RIVER VALE, NJ 07675

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CRD#: 5871436

Professional summary

George Loucas was a registered financial advisor .

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. George had worked at 2 firms and has passed the Series 7 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

KAPLAN,PLAVIN AND STEINHARDT, LLC; INVESTMENT RELATED; MONTVALE, NJ; CPA FIRM; PARTNER; START 01/2019; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING SECURITIES TRADING; ACCOUNTING SERVICES. KPS FINANCIAL SERVICES; NOT INVESTMENT RELATED; RIVER VALE, NJ; PARTNER; START 07/2011; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; RECEIVES COMMISSIONS FROM INSURANCE REFERRALS.

Blog Corner

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

Current

July 31, 2026 - Present

Office #1: 193 Graney Drive, River Vale, NJ 07675

RIVER VALE, NJ

Past

February 8, 2011 - November 25, 2013

OSAIC FA, INC.

RIA

CRD#: 3978

MONTVALE, NJ

Past

January 3, 2011 - November 25, 2013

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

New Jersey
(7/31/2026)

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Exams

General Industry/Product Exam

Series 7

Date: 12/29/2010

General Securities Representative Examination

Current firm

No current employment

Red Flags

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