George Galat (CRD# 6165818) is an Investment Advisor Representative working at Range Advisory, LLC in Portland, OR and has over 11 years of experience in the finance industry. George Galat 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Range Finance Inc. | Mclean, VA | May 2023 - Current | < 1 |
| Wealth Foundry, LLC | Tempe, AZ | Dec 2020 - Jun 2023 | 2 |
| Facet Wealth | Baltimore, MD | Sep 2019 - Nov 2020 | 1 |
| Grove Advisors | San Francisco, CA | May 2018 - Sep 2019 | 1 |
| Mosaic Financial Partners | San Francisco, CA | Sep 2016 - May 2018 | 1 |
| Ubs | Menlo Park, CA | Nov 2015 - Sep 2016 | < 1 |
| Vanguard | Scottsdale, AZ | Feb 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
- PA
- TX
- VA
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Total Assets Under Management27MILLIONS
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Total Number of Accounts239ACCOUNTS
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Average Account Value$113,808
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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