GN
CFP
GN
CFP

George Nshanyan

19 Years of Experience
BrokerSells Insurance

George Nshanyan is a CFP-designated registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 19 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14301 N. 87th Street, Suite 307, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

George is involved in several business activities, including providing investment advisory services through Verus Capital Partners, LLC, which takes about a quarter of his time. He is also an agent for Capitas Financial selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
Verus Capital Partners, LLC
February 2023 - Present · 3 yrs 2 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Primerica Advisors
August 2020 - September 2020 · 1 mo
PFS Investments INC.Broker
August 2020 - June 2021 · 10 mos
Verus Capital Partners, LLC
June 2015 - August 2018 · 3 yrs 2 mos
Securities America, INC.Broker
June 2015 - August 2018 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.
November 2010 - June 2015 · 4 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
November 2010 - June 2015 · 4 yrs 7 mos
Chase Investment Services CORP.
May 2009 - November 2010 · 1 yr 6 mos
Chase Investment Services CORP.Broker
May 2009 - November 2010 · 1 yr 6 mos
Wamu Investments, INC.
May 2006 - May 2009 · 3 yrs
Wamu Investments, INC.Broker
May 2004 - May 2009 · 5 yrs
Citicorp Investment ServicesBroker
July 2003 - May 2004 · 10 mos
State Registrations6 states
AZCAFLNMNYUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.