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George Rambow

13 Years of Experience
Tempe, AZ
Broker

George Rambow is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tempe, AZ, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4500 Lakeshore Drive, Suite 475, Tempe, AZ, 85282

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is an independent contractor and financial advisor for Northpoint Wealth Partners, LLC, dedicating about half his time to this role. He is also the CEO of Rambow Holdings, LLC, a holding company for business expenses and future asset acquisitions, dedicating about half his time, including over half his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Edward Jones
June 2012 - March 2023 · 10 yrs 9 mos
Edward JonesBroker
May 2012 - March 2023 · 10 yrs 10 mos
State Registrations15 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
George Rambow - Financial Advisor | TrueAdvisor