George HostalCRD Number: 4439763
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC
George Hostal (CRD# 4439763) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Phoenix, AZ and has over 13 years of experience in the finance industry. George Hostal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Cliftonlarsonallen Wealth Advisors, LLC||Phoenix, AZ||Jun 2013 - Current||4|
|First Western Trust Bank||Scottsdale, AZ||Feb 2010 - May 2013||3|
|Kirtland Builders & Liberate Financial||Charlotte, NC||Feb 2006 - Feb 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management2,427MILLIONS
Total Number of Accounts6,936ACCOUNTS
Average Account Value$349,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI