George Ayala has been an investment adviser representative at Sackett Wealth Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
Sackett Wealth Advisors, Inc. is a Brea, CA firm with $212M under management, 452 clients and 5 advisers in one office, as of its March 2026 filing.
George Ayala is Client Service Manager of Sackett Wealth Advisors, Inc. George Ayala is responsible for client services including trading, rebalancing and transfers, and is a member of the Financial Planning Team.
- – present · 5 yearsBrea, CA · Adviser representative · Firm CRD 289950
Professional designations
Listed by Sackett Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
George Ayala is registered as an investment adviser representative in California, since August 2021.
- CaliforniaSince 10 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 12 December 2022 |
| Series 66 | Uniform Combined State Law Examination | 13 July 2020 |
| SIE | Securities Industry Essentials Examination | 16 December 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7000665
- Firm
- Sackett Wealth Advisors · CRD 289950
- Office
- 915 W. IMPERIAL HIGHWAY, SUITE 160, Brea, CA 92821
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sackettwealth.com
Where does George Ayala work?
George Ayala is an investment adviser representative registered through Sackett Wealth Advisors, Inc. since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is George Ayala a financial advisor?
Yes. George Ayala has a current investment-adviser registration in California, through Sackett Wealth Advisors since August 2021.
How many years of experience does George Ayala have?
George Ayala has 6 years in the financial industry, since March 2020, across 1 adviser firm.
What exams has George Ayala passed?
George Ayala has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in December 2019.
Where is George Ayala based?
George Ayala’s registered office is in Brea, CA.
Is George Ayala registered with FINRA?
No. George Ayala has no current broker registration.
Is George Ayala a CFP?
Sackett Wealth Advisors lists George Ayala with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify George Ayala’s record?
Search CRD 7000665 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Ayala’s full registration record.
