George ChuangCRD Number: 3162477
Current Firm: Transamerica Financial Advisors, Inc.
George Chuang (CRD# 3162477) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint Petersburg, FL and has over 14 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Transamerica Financial Advisors, Inc.||St Petersburg, FL||Apr 2009 - Current||7|
|The Vanguard Group, Inc.||Malvern, PA||Feb 2010 - Mar 2013||3|
|Transamerica Securities Sales Corp.||St Petersburg, FL||Nov 1998 - Dec 2009||11|
|Transamerica Financial Advisors, Inc.||St Petersburg, FL||Sep 2000 - Sep 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops