George Ferrell

Financial Planning Coordinator at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US

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Bio

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Credentials

  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Coordinator
      • Feb 2023 - Present

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Operations Specialist
      • Sep 2022 - Feb 2023

  • Baird
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Management Intern
      • Jun 2022 - Aug 2022

  • Ferrell Law Group
    • Houston, Texas Area
    • Client Intake Specialist
      • Jun 2016 - Jun 2017

Education

  • University of Houston, C.T. Bauer College of Business
    Bachelor of Business Administration - BBA, Finance

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