George
Zook

Ambassador Advisors, LLC

CRD#4469600
Investment Advisor
in Lancaster, PA

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About this Advisor

George Zook is a financial advisor who works out of Lancaster, Pennsylvania with a total of 10 years of industry experience. Zook is on the advisory team at Ambassador Advisors, LLC. Zook has gained experience at Ghz, Inc, Questar Capital, Questar Asset Management, American Portfolios Financial Services, Inc and Ambassador Advisors, LLC. Zook holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Ambassador Advisors, LLC is an advisory company based in Lancaster, PA. It has offices in seven locations and a total of 37 financial advisors. It controls $649 million in assets across its 5,911 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides services to 24 charitable organizations. Of its 5,911 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. Ambassador Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Ambassador Advisors, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1755 Oregon Pike, Ste 100
Lancaster, PA 17601

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Ambassador Advisors, LLC Brokerage Details

Total Assets Under Management

$649,375,833

PA Average: $15,833,994,310
Total Number of Employees

37

PA Average: 41
Total Number of Accounts

5,911

PA Average: 3,342
Average Account Size

$109,859

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

George Zook Work History

George has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

American Portfolios Financial Services, Inc

2013 - Present (11 years)

Ambassador Advisors, LLC

2001 - Present (23 years)

Ghz, Inc

2011 - 2013 (2 years)

Questar Capital

2011 - 2013 (2 years)

Questar Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Zook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ambassador Advisors, LLC

Curtis Musser
Lancaster, PA
Scott Monger
Lancaster, PA
Christian Girts
Lancaster, PA
Matthew Diers
Lancaster, PA
Angela Shea
Lancaster, PA
Merri Benjamin
Lancaster, PA
Leonard Marsch
Lancaster, PA
Daniel Bailey
Lancaster, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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