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GH

George A. Hinojosa

INDEPENDENCE WEALTH GROUP
SAN ANTONIO, TX
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CRD#: 6074298
GH

Professional summary


George Albert Hinojosa is a registered financial advisor currently at INDEPENDENCE WEALTH GROUP located in San Antonio, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. George has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Falcon Insurance Services is a property & casualty insurance agency located at 6812 Bandera Rd #200 B, San Antonio, TX 78238. They provide home, auto & business insurance. I am a minority owner in the business, 21%. The start date was 4/1/2024. I work approximately 5 hours a week. Zero hours devoted to Falcon during securities trading hours. I provide financial oversight.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view George Albert Hinojosa'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

September 8, 2014 - Present

INDEPENDENCE WEALTH GROUP

RIA
CRD#: 170897
SAN ANTONIO, TX
Past

August 20, 2012 - July 16, 2013

EDWARD JONES

RIA
CRD#: 250
BROWNSVILLE, TX
Past

July 20, 2012 - July 16, 2013

EDWARD JONES

BD
CRD#: 250
BROWNSVILLE, TX

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
Texas
(9/8/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2012
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


IW
INDEPENDENCE WEALTH GROUP
G. H. WEALTH MANAGEMENT, LLC | INDEPENDENCE WEALTH GROUP | HINOJOSA II, GEORGE ALBERT | GEORGE ALBERT HINOJOSA

CRD#: 170897 / SEC#:

Texas
Registered Investment Advisory firm - (9/8/2014 Approved)
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Contact information


Main Address
San Antonio, TX
Mailing Address
Phone number
(956) 543-9644
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts52
AUM (Assets Under Management)$ 4,100,000

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


INDEPENDENCE WEALTH GROUP

CRD#: 170897San Antonio, TX

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