George Kao, financial advisor Phoenix AZ

George Kao

CRD Number: 7114190
Current Firm: Reach One Teach One Financial

George Kao (CRD# 7114190) is an Investment Advisor Representative working at Reach One Teach One Financial in Phoenix, AZ and has over 5 years of experience in the finance industry. George Kao 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.

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Professional Designations
Company Name Location Dates Years
R1t1 Financial LLC Chandler, AZ Nov 2022 - Current 1
Lpl Financial LLC Chandler, AZ Nov 2020 - Current 3
Edward Jones Chandler, AZ May 2019 - Nov 2020 1
Unemployed Chandler, AZ Jul 2018 - Apr 2019 < 1
Uber Technologies Tempe, AZ Jul 2017 - Jun 2018 < 1
Brand Advisors Phoenix, AZ Aug 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for George Kao
Phone Number: 888-877-1138
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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