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Fiji George

Advisor at Transamerica Financial Advisors — Norcross, GA Holcomb Bridge Road

Updated today

Credentials

Series 65, Series 63

Experience

6 years

Location

Norcross, GA 30071

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,136

Across 283 offices

Clients per advisor

37 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Fiji George is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses, with six years of industry experience. In addition to her advisory role since 2020, she has been involved with World Financial Group since 2017 and works as a pharmacist at Eastside Medical Center. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with various program options tailored to client needs.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

See office

Norcross, GA Holcomb Bridge Road

3169 Holcomb Bridge Road, Suite 465

Norcross GA 30071

Advisors at this office

1

Most active in

District of Columbia · Georgia · North Carolina

Work history

6 years of industry experience

Transamerica Financial Advisors, Inc

2020 - Present • 6 years

Norcross, GA

World Financial Group, INC.

2017 - Present • 9 years

Norcross, GA

Eastside Medical Center

2004 - Present • 22 years

Snellville, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired
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Matthew G

Series 63, Series 65

Buford, GA

Stirlingshire Investments

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities

Jackson E

Series 63, Series 65, Series 7

Atlanta, GA

Bison Wealth, LLC

Jackson Edmiston is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Northwestern Mutual in wealth management, investment services, and life insurance. Outside of finance, he was involved with Sharon Springs Baseball for five years. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, as well as offering specialized overlay and third-party manager solutions.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Simon C

Series 63, Series 65, Series 7

Atlanta, GA

Merrill

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

Business ownership considerations Business exit / sale strategy Wealth management Charitable giving tax strategies Multi-generational wealth transfer Founder/Business Owner
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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Wealth management
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Robert J

Series 63, Series 66

Atlanta, GA

Worthscape, LLC

Robert Jetmundsen is the principal of Worthscape, LLC in Atlanta, GA, where he has been providing advisory services since 2006. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Outside of his advisory role, he is involved in several entrepreneurial ventures, including serving as president of Bobbo Aviation and Raj Holdings, owning a publishing company, and managing a motor yacht charter business. He also serves on the board of L2C, Inc. Worthscape offers discretionary portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm’s investment approach focuses on concentrated portfolios of U.S. common stocks supplemented by other securities and employs both fundamental and technical analysis, with occasional use of active trading strategies and derivatives.

Active portfolio management Options & derivatives strategies
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