George Chen
Investment adviser representative at Bip Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Bip Wealth, LLCJun 2026 to now
- Red Tortoise, LLCOct 2018 to Jun 2026
- Fdx AdvisorsOct 2015 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070134
- Firm CRD
- 143208