Kasey Patrick George
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
Are you Kasey Patrick George? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2023 to now
- Cambridge Investment Research, Inc.Aug 2023 to now
- Lincoln InvestmentJan 2017 to Aug 2023
- Legend Equities CorporationNov 2010 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3072291
- Firm CRD
- 134139