William
George
Lake Street Advisors
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About this Advisor
William George is a financial advisor working out of Portsmouth, New Hampshire. George currently works for Lake Street Advisors. Throughout their career, they have worked at Lake Street Advisors, Market Basket, Quinnipiac University, High School and Middle School. George maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Massachusetts and New Hampshire. Lake Street Advisors is an advisory business that has its headquarters in Portsmouth, NH. The firm has a total of 43 people on staff. It has $3 billion in total assets among its 1,862 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 1,862 customer accounts, 99% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lake Street Advisors performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically depend on the type of financial services. However, fees charged by Lake Street Advisors may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$2,888,383,638
43
1,862
$1,551,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
William George Work History
William has been registered as a financial advisor for 0 years.*
Lake Street Advisors
Lake Street Advisors
Quinnipiac University
Market Basket
High School
Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William George to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lake Street Advisors
Portsmouth, NH
Portsmouth, NH
Boston, MA
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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