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George M. Hostal

CANON ASSET MANAGEMENT ADVISORY
Paradise Valley, AZ 85253
Some features on this profile are disabled
CRD#: 4439763
GH

Professional summary


George Michael Hostal JR., who also goes by George Michael Hostal, is a registered financial advisor currently at CANON ASSET MANAGEMENT ADVISORY, LLC located in Paradise Valley, Arizona.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. George has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


George Michael Hostal

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. JUNE 2016; MSH CAPITAL ADVISORS, SCOTTSDALE, AZ; INVESTMENT RELATED; INVESTMENT ADVISOR; FINANCIAL ADVISOR; PROVIDE FINANCIAL ADVICE TO CLIENTS; DEVOTE 30 HRS/MONTH, 15 HRS/MONTH DURING MARKET HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view George Michael Hostal JR.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 7, 2020 - Present

CANON ASSET MANAGEMENT ADVISORY, LLC

Office #1: 6885 East Cochise Road #205, Paradise Valley, AZ 85253
RIA
CRD#: 308833
Paradise Valley, AZ
Past

May 7, 2020 - December 31, 2024

CANON ASSET MANAGEMENT ADVISORY, LLC

RIA
CRD#: 308833
PARADISE VALLEY, AZ
Past

January 4, 2017 - September 1, 2020

MSH CAPITAL ADVISORS LLC

RIA
CRD#: 157835
SCOTTSDALE, AZ
Past

January 3, 2017 - September 1, 2020

M. S. HOWELLS & CO.

BD
CRD#: 104100
SCOTTSDALE, AZ
Past

August 8, 2013 - January 3, 2017

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
PHOENIX, AZ
Past

July 10, 2013 - January 3, 2017

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
PHOENIX, AZ
Past

January 30, 2004 - February 3, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
SHREVEPORT, LA
Past

October 24, 2003 - February 3, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
SHREVEPORT, LA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/7/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 8/5/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CA
CANON ASSET MANAGEMENT ADVISORY, LLC
CANON ASSET MANAGEMENT ADVISORY, LLC

CRD#: 308833 / SEC#:

Arizona
Registered Investment Advisory firm - (5/7/2020 Approved)
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Contact information


Main Address
6885 East Cochise Road #205, Paradise Valley, AZ 85253
Mailing Address
Phone number
(480) 707-1266
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts111
AUM (Assets Under Management)$ 56,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CANON ASSET MANAGEMENT ADVISORY, LLC

CRD#: 308833Paradise Valley, AZ 85253

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