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George Chuwang Chuang

Continuum Advisory, LLC

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About George Chuwang Chuang

George Chuang is an investment advisor representative with Continuum Advisory, LLC, based in Eagle, Idaho. George has been in the financial industry since 1999, and has experience working with various firms, including Triad Advisors LLC and Transamerica Financial Advisors, Inc. George holds the Series 63, 65, 7, 24, 27, 99TO and SIE licenses. George specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

George Chuang is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Chuang’s Registration & Firm History

FL

12/15/2023 - Present

Continuum Advisory, LLC (Tampa FL)

ID

03/20/2023 - 08/23/2024

TRIAD ADVISORS LLC (Eagle ID)

FL

04/16/2009 - 12/21/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)

PA

03/08/2010 - 03/20/2013

VANGUARD MARKETING CORPORATION (MALVERN PA)

CA

02/22/1999 - 12/29/2009

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

FL

12/06/2000 - 09/16/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 06/15/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/13/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Chuwang Chuang.
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