Mary Adelle George

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 11/2021 → Present
  Hub International Investment Services ,Inc.
  Chicago, IL

Previous Registrations

• 2009-05-06 → 2010-11-30
  Nrp Advisors, Inc.
  Alpharetta, GA
  Bryan, OH

Other Businesses

1. 10/8/2018 - Skirl Nest - Not Investment Related - Home Based - Other-business owner - Craft sales - Start Date:10/01/2018 - 20 Hours Per Month/2 Hours During Trading. 2. 4/9/2021 - Plan Sponsor Consultants, a division of HUB International - Investment Related - At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) - Started 04/02/2021 - 300 Hours Per Month/160 Hours During Securities Trading. 3. 4/15/2021 - Plan Sponsor Consultants, a division of HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - VP - 160 Hours Per Month During Securities Trading - HUB International purchased revenue. W-2 employee for servicing already existing book of Retirement Plan Business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-29
• S63 Uniform Securities Agent State Law Examination
  2008-07-29

Other Names

• Addie Kane
• Mary Adelle Kane
• Mary Adelle Kane