George H. Zimmerman
Professional summary
George H Zimmerman, who also goes by George Zimmerman, is a registered financial advisor currently at RIO FINANCIAL PLANNING located in Portland, Oregon.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. George has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George H Zimmerman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2019 - Present
RIO FINANCIAL PLANNING
January 31, 2014 - November 29, 2018
CUSO FINANCIAL SERVICES, L.P.
November 28, 2012 - November 29, 2018
CUSO FINANCIAL SERVICES, L.P.
October 14, 2009 - March 13, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2019)
Exams
Current Firm
RIO FINANCIAL PLANNING
CRD#: 301786 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 7,660,811 |
Red Flags
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