Brian George Email & Phone Number

Senior Wealth Advisor @ Accurate Advisory Group Inc.

5 free lookup(s).

Brian George Location

Kirkland, WA, US

Brian George Work

2023 - now Senior Wealth Advisor @ Accurate Advisory Group Inc.
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2022 - now Managing Member @ Planning Network Partners
2021 - 2025 Managing Member @ Brian George - Senior Wealth Advisor - Accurate Advisory Group

2020 - 2021 Managing Director @ Charitable Advisors Network
2019 - 2021 Investment Advisor @ World Equity Group
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2015 - 2019 Financial Advisor @ Wells Fargo Advisors
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2013 - 2015 Financial Advisor, J.P. Morgan Securities LLC @ J.P. Morgan
2008 - 2013 Financial Advisor @ Edward Jones
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2003 - 2008 President and CEO @ Phunghi, Inc.
2002 - 2003 President and CEO @ Information Control, Inc.

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Brian George Education

Chapman University
1996 - 1999

Brian George Skills

Taxefficient Strategies
401k Rollovers
Investment Strategies

Investments
Risk Management
Microsoft Excel
Program Management
Business Analysis
Marketing
Services

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Brian George Summary

Brian George, based in Kirkland, WA, US, is currently a Senior Wealth Advisor at Accurate Advisory Group Inc.. Brian George brings experience from previous roles at Planning Network Partners, Charitable Planning Network, Charitable Advisors Network and World Equity Group. Brian George holds a 1996 - 1999 Chapman University. With a robust skill set that includes Taxefficient Strategies, 401k Rollovers, Investment Strategies, Investments, Risk Management and more. Brian George has 1 mobile phone numbers on RocketReach.

Brian George Phone Numbers

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Brian George

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New York, NY, US
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- gmail.com
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Vice President of Purchasing at Lennar

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PJT Partners RX Project - Travel Team Analyst at Student International Business Council (SIBC)

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Top Accurate Advisory Group Inc. Employees

Robert Leone

Founder at Accurate Advisory Group Inc.

Florida, United States
1
- accurateadvisorygroup.com
Jake Meier

Director of Tax Planning at Accurate Advisory Group Inc.

Tampa, FL, US
4
- gmail.com
- yahoo.com
- aol.com
- accurateadvisorygroup.com
5+
- +1 863-528-XXXX
- +1 320-266-XXXX
- +1 863-326-XXXX
- +1 813-644-XXXX
- +1 440-665-XXXX
- +1 216-534-XXXX
Maddison Long

Client Service Coordinator at Accurate Advisory Group Inc.

Florida, United States
2
- accurateadvisorygroup.com
- accurateadvisory.com
1
- +1 303-524-XXXX
Jonathan Howard

Director of Financial Planning at Accurate Advisory Group Inc.

United States
3
- +1 781-729-XXXX
- +1 310-951-XXXX
- +1 323-304-XXXX

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