Brian George (CRD# 5533597) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aag Capital, Inc. | Wesley Chapel, FL | Jan 2023 - Current | 1 |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | Jan 2023 - Current | 1 |
| Planning Network Partners, LLC | Port Orchard, WA | Mar 2022 - Current | 2 |
| Charitable Planning Network, LLC | Port Orchard, WA | Dec 2021 - Current | 2 |
| Sole Proprietor | Port Orchard, WA | Dec 2019 - Current | 4 |
| Charitable Planning Network, LLC | Port Orchard, WA | Dec 2021 - Mar 2022 | < 1 |
| Charitable Advisors Network | Port Orchard, WA | Mar 2020 - Dec 2021 | 1 |
| World Equity Group | Arlington Heights, IL | Dec 2019 - Dec 2021 | 2 |
| Wells Fargo Clearing Services, LLC | Port Orchard, WA | Nov 2016 - Dec 2019 | 3 |
| Wells Fargo Advisors, LLC | Port Orchard, WA | Apr 2015 - Nov 2016 | 1 |
| Jp Morgan Securities LLC | Silverdale, WA | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- WA
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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