George I. Zuluaga
Professional summary
George Ivan Zuluaga is a registered financial advisor currently at AVINA FINANCIAL GROUP, INC. located in Bellflower, California.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. George has worked at 4 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Ivan Zuluaga's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2019 - Present
AVINA FINANCIAL GROUP, INC.
Office #1: 17138 Bellflower Blvd Suite 201, Bellflower, CA 90706September 13, 2017 - February 20, 2021
WISEWEALTH FINANCIAL ADVISORS
May 30, 2017 - September 15, 2017
OSAIC SERVICES, INC.
July 1, 2015 - May 17, 2017
WISEWEALTH FINANCIAL ADVISORS
December 6, 2012 - December 9, 2014
WISEWEALTH FINANCIAL ADVISORS
August 4, 2010 - November 27, 2012
INNOVATIVE ADVISORY GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2019)
Exams
Current Firm
AVINA FINANCIAL GROUP, INC.
CRD#: 285527 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 76,500,000 |
Red Flags
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