GC
CFA
GC
CFA

George Chuwang Chuang

26 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

873 E. State Street, Eagle, ID, 83616

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

George is the President of Continuum Advisory, LLC, a Registered Investment Advisor, dedicating full-time hours to providing leadership and strategic initiatives. He also owns a rental property, spending minimal time annually on taxes and reporting, with management handled by an independent firm.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
March 2023 - August 2024 · 1 yr 5 mos
Vanguard Marketing CorporationBroker
March 2010 - March 2013 · 3 yrs
Transamerica Financial Advisors, INC.
April 2009 - December 2022 · 13 yrs 8 mos
Transamerica Financial Advisors, INCBroker
April 2009 - December 2022 · 13 yrs 8 mos
Transamerica Financial Advisors, INC.
December 2003 - September 2009 · 5 yrs 9 mos
Transamerica Financial Advisors, INC.Broker
December 2000 - September 2009 · 8 yrs 9 mos
Transamerica Securities Sales CorporationBroker
February 1999 - December 2009 · 10 yrs 10 mos
State Registrations2 states
FLID
AdvisorBrokerBoth
Exams
No exam information available for this advisor.