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Brian Stephen George

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

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Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Brian is the principal of Brian S. George Insurance, selling fixed insurance products, dedicating about a quarter of his time. He is also a managing member/investment advisor representative at Charitable Planning Network, LLC, assisting non-profits with fundraising, also dedicating about a quarter of his time, and a registered representative and investment adviser representative at AAG Capital, Inc and Accurate Wealth Management, LLC, respectively, spending a few hours per week at each.

Employment History
Current Registrations
Aag Capital, INC
February 2023 - Present · 3 yrs
Aag Capital, INCBroker
February 2023 - Present · 3 yrs
Accurate Wealth Management, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Planning Network Partners
December 2021 - March 2023 · 1 yr 3 mos
World Equity Group, INC.Broker
December 2019 - December 2021 · 2 yrs
World Equity Group, INC.
December 2019 - December 2021 · 2 yrs
Wells Fargo Clearing Services, LLC
April 2015 - December 2019 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - December 2019 · 4 yrs 8 mos
J.P. Morgan Securities LLC
February 2013 - April 2015 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
February 2013 - April 2015 · 2 yrs 2 mos
Edward Jones
August 2008 - March 2013 · 4 yrs 7 mos
Edward JonesBroker
July 2008 - March 2013 · 4 yrs 8 mos
State Registrations5 states
AZNYORVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.