Unclaimed Profile

Deborah Lynn George

BEACON FINANCIAL ADVISORY LLC·CLEVELAND, Ohio

SIE, Series 7, Series 24Clean record22 years registeredBEACON FINANCIAL ADVISORY LLC

25825 SCIENCE PARK DRIVE, CLEVELAND, OH 44122CRD# 4383646Firm CRD# 174334

Profile Verification

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

Identity

Deborah Lynn George · CLEVELAND, OH

Registration

CRD #4383646 · BEACON FINANCIAL ADVISORY LLC · 22 years registered

Brand Profile

Not yet started

Career History

BEACON FINANCIAL ADVISORY LLC

Apr 2015 – present

CAPITAL ANALYSTS

Jun 2012 – present

LINCOLN INVESTMENT

Jun 2012 – present

LINCOLN INVESTMENT PLANNING, INC

Jun 2012 – Mar 2015

FORT WASHINGTON, PA

CAPITAL ANALYSTS INCORPORATED

Apr 2010 – Jun 2012

CLEVELAND, OH

SANDERS MORRIS HARRIS INC.

May 2007 – May 2010

BEACHWOOD, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

May 2004 – Apr 2007

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Registration record

First registered · May 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON FINANCIAL ADVISORY LLC

CRD 174334 · SEC 801-108381

AUM

$594M

Regulatory assets under management

Employees

1,858 client accounts

Services offered by BEACON FINANCIAL ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON FINANCIAL ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Lynn George offer?

Deborah Lynn George specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Deborah Lynn George's credentials?

Deborah Lynn George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Lynn George located?

Deborah Lynn George is based in CLEVELAND, Ohio, working with BEACON FINANCIAL ADVISORY LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Deborah Lynn George charge for services?

Deborah Lynn George's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON FINANCIAL ADVISORY LLC?

BEACON FINANCIAL ADVISORY LLC has approximately 13 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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