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George Arthur Fossing

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$636K average
Assets Under Management
$770.8M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

113 Whitsett Street, Greenville, SC, 29601

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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 the owner of NorthStar Financial & Retirement Planning, LLC, where he focuses on retirement planning using insurance products and staff support. This takes nearly full-time, with 135 hours per month dedicated to the business.

Employment History
Current Registrations
Delta Investment Management, LLC
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Retirement Wealth Advisors, INC.
February 2017 - March 2019 · 2 yrs 1 mo
Brookstone Capital Management LLC
March 2012 - February 2017 · 4 yrs 11 mos
Redhawk Wealth Advisors, INC.
April 2011 - July 2016 · 5 yrs 3 mos
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.