Damon D. George

RETIREMENT STRATEGIES

Longview, WA 98632

CRD#: 4075574

Professional summary

Damon David George, CFP® is a registered financial advisor currently at RETIREMENT STRATEGIES located in Longview, Washington.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Damon has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

What are your service offerings?

Small Business Planning

Comprehensive Financial Planni...

Retirement Planning

Insurance Planning

Retirement Income Management

Inheritance

Estate Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DAMON GEORGE - Insurance Producer - Non-Variable Insurance - Longview WA - Since 3/2000 - INVESTMENT RELATED 2) Damon George spends approximately 10 hours of time devoted to the other business (all during securities trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon David George's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 17, 2021 - Present

RETIREMENT STRATEGIES

Office #1: 1315 14th Ave, Longview, WA 98632

RIA

CRD#: 313446

Longview, WA

Past

August 18, 2020 - September 29, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

Longview, WA

Past

August 18, 2020 - September 29, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

Longview, WA

Past

January 5, 2018 - July 14, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Longview, WA

Past

January 4, 2018 - July 14, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Longview, WA

Past

March 10, 2015 - December 31, 2017

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Longview, WA

Past

March 10, 2015 - December 31, 2017

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Longview, WA

Past

July 31, 2014 - March 3, 2015

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

LONGVIEW, WA

Past

July 29, 2014 - July 31, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LONGVIEW, WA

Past

July 25, 2014 - March 2, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

LONGVIEW, WA

Past

February 1, 2011 - July 25, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

LONGVIEW, WA

Past

February 18, 2004 - July 25, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

LONGVIEW, WA

Past

May 23, 2002 - December 31, 2003

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

February 23, 2000 - May 17, 2002

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/15/2025)

IAR

Washington
(8/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/16/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

RETIREMENT STRATEGIES

RETIREMENT STRATEGIES | SABATIER WEALTH LLC | SABATIER WEALTH

CRD#: 313446 / SEC#:

Texas

Registered Investment Advisory firm - (4/15/2025 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/17/2021 Approved)

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Contact information

Main Address

1315 14th Ave, Longview, WA 98632

Mailing Address

Phone number

(360) 577-7888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 6,665,683

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Damon D. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damon David George's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

VERUS CAPITAL PARTNERS, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

VERITRUST FINANCIAL, LLC

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2011

Series 63

Date: 1/24/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/27/2011

Series 6

Date: 2/21/2000

Series 26

Date: 3/16/2001

Current Firm

RETIREMENT STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT STRATEGIES

TRUST BUT VERIFY

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