BG
Brian S. George
ACCURATE WEALTH MANAGEMENT
Port Orchard, WA
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CRD#: 5533597
BG
Professional summary
Brian Stephen George, who also goes by Brian S George, Brian George, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Port Orchard, Washington and AAG CAPITAL, INC located in Port Orchard, Washington.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian S George | Brian George
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)Brian S. George Insurance; DBA for fixed insurance sales; start date Dec 2019; investment related; 3688 SE Greenbriar Pl, Port Orchard, WA 98366.; Principal. Market, prospect and close fixed insurance business. Approx 45 hrs/mo and 25 hrs during trading hours. 2) Charitable Planning Network, LLC; Managing Member/Investment Advisor Representative; 12/2021; 3688 SE Greenbriar Pl, Port Orchard, WA 98366; assistance to non-profit organizations with non-cash fundraising; Approx 40 hrs/mo and 20 hrs during trading hours. 3) AAG Capital, Inc, registered rep 10 hrs/wk, investment related 4) Accurate Wealth Management, LLC, investment adviser representative, investment related 10 hrs/wk
CRS (Client Relationship Summary) - RIA
Click below to view Brian Stephen 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®
NoneExperience
Current
February 6, 2023 - Present
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 298137
Port Orchard, WA
Current
February 8, 2023 - Present
AAG CAPITAL, INC
Office #1: 104 Tremont Street Suite 140, Port Orchard, WA 98366BD
CRD#: 188
Port Orchard, WA
Past
December 15, 2021 - March 31, 2023
PLANNING NETWORK PARTNERS
RIA
CRD#: 317488
PORT ORCHARD, WA
Past
December 9, 2019 - December 16, 2021
WORLD EQUITY GROUP, INC.
RIA
CRD#: 29087
BREMERTON, WA
Past
December 9, 2019 - December 16, 2021
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
BREMERTON, WA
Past
April 17, 2015 - December 16, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BREMERTON, WA
Past
April 17, 2015 - December 16, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BREMERTON, WA
Past
February 28, 2013 - April 29, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SILVERDALE, WA
Past
February 28, 2013 - April 29, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SILVERDALE, WA
Past
August 6, 2008 - March 6, 2013
EDWARD JONES
RIA
CRD#: 250
SILVERDALE, WA
Past
July 14, 2008 - March 6, 2013
EDWARD JONES
BD
CRD#: 250
SILVERDALE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/8/2023)
RR
New York(2/8/2023)
RR
Oregon(3/31/2023)
RR
Virginia(2/8/2023)
IAR
Washington(2/6/2023)
RR
Washington(2/8/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
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.
