George Chen, financial advisor Decatur GA

George Chen

CRD Number: 3070134
Current Firm: Red Tortoise

George Chen (CRD# 3070134) is an Investment Advisor Representative working at Red Tortoise in Decatur, GA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Red Tortoise, LLC Atlanta, GA Oct 2018 - Current 5
Fdx Advisors Sacramento, CA Oct 2015 - Aug 2018 2
Unemployed Atlanta, GA Jan 2015 - Oct 2015 < 1
M&t Securities Atlanta, GA Aug 2011 - Dec 2014 3
M&t Bank Atlanta, GA Aug 2011 - Dec 2014 3
M&t Bank Atlanta, GA Jan 1997 - Dec 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for George Chen
Phone Number: (833) 666-1200
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    357
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $1,323,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CT, GA, TX

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