Damon David George
Advisor at Retirement Strategies — Longview, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
25 years
Location
Longview, WA 98632
Retirement Strategies
Independent
Total advisors
1Clients per advisor
58 Very HighAvg AUM per client
$116,430 Very LowHNW client ratio
0% LowDamon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.
Based on Retirement Strategies
Based on Retirement Strategies
Project-Based Financial Planning Fixed Fee ranging from $500 to $6,000 (negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
$250 per hour for financial planning
Account minimum: $250,000 Fee-only: Project-based fixed fees from $500 to $6,000; Hourly financial planning fee $250 per hour
Longview, WA
1315 14th Ave
Longview WA 98632
Advisors at this office
1
Texas · Washington
25 years of industry experience
Sabatier Wealth dba Retirement Strategies
2021 - Present • 5 years
Longview, WA
United Planners' Financial Services of America a Limited Partner
2020 - 2020 • 1 year
Scottsdale, AZ
Cambridge Investment Research Advisors
2018 - 2020 • 2 years
Fairfield, IA
Cambridge Investment Research, Inc.
2018 - 2020 • 2 years
Fairfield, IA
Independent Financial group
2015 - 2017 • 2 years
Longview, WA
Damon George
2000 - Present • 26 years
Longview, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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