Damon George (CRD# 4075574) is an Investment Advisor Representative working at Retirement Strategies in Longview, WA and has over 24 years of experience in the finance industry. Damon George has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2881176
Lpl Financial LLC
CRD# 5711971
Lpl Financial LLC
CRD# 2602329
Anderson & Anderson Advisory, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sabatier Wealth Dba Retirement Strategies | Longview, WA | Feb 2021 - Current | 3 |
| Damon George | Longview, WA | Mar 2000 - Current | 24 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Aug 2020 - Sep 2020 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Aug 2020 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Aug 2020 | 2 |
| Independent Financial Group | Longview, WA | Mar 2015 - Dec 2017 | 2 |
| Securities America, Inc. | Longview, WA | Jul 2014 - Mar 2015 | < 1 |
| Verus Capital Partners, LLC | Longview, WA | Jul 2014 - Mar 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Longview, WA | Jan 2004 - Jul 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management6MILLIONS
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Total Number of Accounts49ACCOUNTS
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Average Account Value$125,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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