MG
Michelle D. George
ASPIRE CAPITAL ADVISORS LLC
Kirkland, WA 98033
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CRD#: 6459154
MG
Professional summary
Michelle Darlene George, who also goes by Michelle Darlene Fry, is a registered financial advisor currently at ASPIRE CAPITAL ADVISORS LLC located in Kirkland, Washington and M. S. HOWELLS & CO. located in Kirkland, Washington.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michelle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Darlene Fry
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.
***TAX ASSISTANCE POSITION: Filer NATURE: Assist clients with filing tax returns for a fee INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/28/2020 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98033 DESCRIPTION: Assist around 20-ish clients annually with filing their taxes. ***BOVEY & ASSOCIATES POSITION: Sales Assistant NATURE: I am a licensed sales Assistant for Kirkland Financial. I am paid through Bovey & Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2009 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98272 DESCRIPTION: I am the licensed sales assistant for Kirkland Financial. ***HIGHLAND CAPITAL INSURANCE POSITION: Processing Insurance apps NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 1524 Market Street, Suite 100, Kirkland WA 98033 DESCRIPTION: Commission on life insurance contracts ***DBA - Kirkland Financial *Aspire Capital Advisors, Investment related- Yes, 1524 Market St. Suite 100 Kirkland, WA 89033, Nature- Registered with Aspire Capital, Position/Title- Registered, Start date- 7.1.21; Approximately 160 hours per month, 120 during trading hours, Description- Work with Kirkland Financial office of Aprire as back office support
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Darlene 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®
NoneExperience
Current
July 1, 2021 - Present
ASPIRE CAPITAL ADVISORS LLC
Office #1: 1524 Market Street, Suite 100, Kirkland, WA 98033RIA
CRD#: 298366
Kirkland, WA
Current
July 2, 2021 - Present
M. S. HOWELLS & CO.
Office #1: 1524 Market Street Suite 100, Kirkland, WA 98033BD
CRD#: 104100
Kirkland, WA
Past
November 6, 2020 - July 1, 2021
ARBOR POINT ADVISORS
RIA
CRD#: 165127
KIRKLAND, WA
Past
November 6, 2020 - July 1, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Kirkland, WA
Past
January 2, 2020 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
Kirkland, WA
Past
December 5, 2017 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
Kirkland, WA
Past
March 20, 2015 - December 5, 2017
FSIC
BD
CRD#: 37813
KIRKLAND, WA
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".
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC
CRD#: 298366 / SEC#: 801-118452
RIA
Registered Investment Advisory firm - (4/16/2020 Approved)California
Registered Investment Advisory firm - (5/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)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.RR
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
IAR
Washington(7/1/2021)
RR
Washington(7/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC
CRD#: 298366 / SEC#: 801-118452
RIA
Registered Investment Advisory firm - (4/16/2020 Approved)California
Registered Investment Advisory firm - (5/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1815 North 45th Street Suite 105, Seattle, WA 98103
Mailing Address
Phone number
(206) 939-5615
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,984 |
| AUM (Assets Under Management) | $ 1,007,298,969 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
