George Lollis's Location
Dallas, TX, US
George Lollis's Work
- Managing Partner and Owner @ WealthVisory
- CEFEX Analyst @ Fiduciary 401
- Managing Partner and Founder @ Fiduciary 401
- Vice President - Investments @ Prospera Financial
- Vice President Investments @ New York Fitness
- Vice President Investments @ Merrill Lynch
- Investment Consultant @ IFP, Incorporated
- Investment Consultant @ WPRC Securities, Inc
- Investment Consultant @ MGA Securities
George Lollis's Education
- Dallas Baptist University
Bachelor of Business Studies (Finance)
George Lollis's Skills
- Fiduciary Services
- Investment Advisory
- Investment Strategies
- Asset Management
- Asset Allocation
- Financial Planning
- Financial Analysis
- Financial Services
- Fiduciary Audit
- Valuation
George Lollis's Summary
George Lollis, based in Dallas, TX, US, is currently a Managing Partner and Owner at WealthVisory, bringing experience from previous roles at Fiduciary 401(k), Prospera Financial and UBS Wealth Management. George Lollis holds a Bachelor of Business Studies in Finance @ Dallas Baptist University. With a robust skill set that includes Fiduciary Services, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation and more, George Lollis contributes valuable insights to the industry. George Lollis has 4 emails on RocketReach.
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