Lisa Keleigh George
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- B.O.S.S. Retirement Advisors, LLCSep 2022 to now
- B.O.S.S. Retirement Solutions, LLCSep 2022 to now
- Clothes for KidsAug 2016 to Aug 2022
- Maplewood Presbyterian ChurchFeb 2011 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 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
- 7952358
- Firm CRD
- 171143