Unclaimed Profile

Meg Michelle George

OLD NORTH STATE WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina

SIE, Series 7, Series 66CFPClean record24 years registeredOLD NORTH STATE WEALTH MANAGEMENT, LLC

1985 EASTWOOD ROAD, WILMINGTON, NC 28403CRD# 3252241Firm CRD# 148659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Meg Michelle George · WILMINGTON, NC

Registration

CRD #3252241 · OLD NORTH STATE WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Jun 2020 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2012 – Jun 2020

WILMINGTON, NC

OLD NORTH STATE WEALTH MANAGEMENT, LLC

May 2009 – Jul 2012

WILMINGTON, NC

D.A. DAVIDSON & CO.

Nov 2002 – Oct 2008

LAKE OSWEGO, OR

UBS PAINEWEBBER INC.

Sep 2001 – Aug 2002

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 20, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD 148659 · SEC 801-69690

AUM

$335M

Regulatory assets under management

Employees

970 client accounts

Services offered by OLD NORTH STATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Meg Michelle George offer?

Meg Michelle George specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Meg Michelle George's credentials?

Meg Michelle George holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Meg Michelle George located?

Meg Michelle George is based in WILMINGTON, North Carolina, working with OLD NORTH STATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Meg Michelle George charge for services?

Meg Michelle George's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLD NORTH STATE WEALTH MANAGEMENT, LLC?

OLD NORTH STATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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