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.

Similar Advisors
Keith Mahan, financial advisor Phoenix AZ
Keith C. Mahan
CRD# 2293433
Stonecrest Wealth Management, Inc.
Similar Advisors
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Phoenix AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
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
    6
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $51,250
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

AZ

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.