George Zuluaga
George Zuluaga is a registered investment advisor at Avina Financial Group, INC., based in Bellflower, CA, with 15 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Retirement Planning. Their firm serves 175 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services - Fixed fee ranging from $500 to $25,000, depending on the complexity and scope of the plan, your financial situation, and your objectives.
Location
17138 Bellflower Blvd, Suite 201, Bellflower, CA, 90706
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
George is a sole proprietor working as an insurance agent since 2007. He sells insurance products and may receive commissions.
Employment History
Current Registrations
Avina Financial Group, INC.
Previous Registrations
Wisewealth Financial Advisors
Sagepoint Financial, INC.
Wisewealth Financial Advisors
Wisewealth Financial Advisors, LLC
Nua Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.