George Ayala (CRD# 7000665) is an Investment Advisor Representative working at Sackett Wealth Advisors, Inc. in Brea, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sackett Wealth Advisors, Inc. | Brea, CA | Jul 2021 - Current | 2 |
| Mml Investors Services, LLC | Newport Beach, CA | Feb 2020 - Jul 2021 | 1 |
| Massmutual Life Insurance/capstone Partners | Newport Beach, CA | Aug 2018 - Jul 2021 | 2 |
| The University Of New Mexico | Albuquerque, NM | Aug 2014 - Jun 2018 | 3 |
| Cak International | Newport Beach, CA | May 2017 - Aug 2017 | < 1 |
| Corporate Modular Services | Orange, CA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts417ACCOUNTS
-
Average Account Value$367,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, NV, TN, TX
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