George Ottoson, financial advisor Azusa CA

George Ottoson

CRD Number: 2902084
Current Firm: State Farm Investment Management Corp.

George Ottoson (CRD# 2902084) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azusa, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Azusa, CA Aug 2018 - Current 3
State Farm Vp Management Corp Azusa, CA Sep 2011 - Current 10
George Ottoson Insurance Agency Azusa, CA Sep 2011 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for George E. Ottoson
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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