George Lollis

George Lollis has extensive work experience in the financial industry. George currently serves as the Managing Partner/Owner of WealthVisory, a position they have held since 2022. Prior to that, they were the Managing Partner/Founder of Lollis Fiduciary Advisors, LLC dba Fiduciary 401(k), a Registered Investment Advisor representative through Prospera Financial Services, Inc. George also held the position of Vice President - Investments at both Prospera Financial and UBS Wealth Management. Before that, they were a Vice President Investments at Merrill Lynch. George started their career as an Investment Consultant at IFP, Incorporated, WPRC Securities, Inc, and MGA Securities.

George Lollis holds a Bachelor of Business Studies degree with a focus on Finance from Dallas Baptist University. George has also obtained several certifications, including the Series 66, Series 7, and Series 22, from the Financial Industry Regulatory Authority (FINRA) in July 2005, April 1985, and November 1983 respectively. Additionally, George has certifications such as the Accredited Investment Fiduciary® (AIF®) from the Center for Fiduciary Excellence (CEFEX) and the Certified Wealth Strategist (CWS®) from Cannon Financial Institute. The specific months and years of obtaining these two certifications are not provided. Furthermore, George may have obtained the Series 63 certification from FINRA, but the month and year of obtaining this certification are not mentioned.