George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1451905
Eudaimonia Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acheampong Enterprises, LLC | Charlotte, NC | May 2018 - Current | 5 |
| Money Savvy Financial, Llc (capitalwize Llc) | Atlanta, GA | Aug 2017 - Current | 6 |
| Gradient Investments, LLC | Arden Hills, MN | Apr 2017 - May 2019 | 2 |
| Makes Cents 2 Me, Inc. | Charlotte, NC | Jan 2017 - May 2019 | 2 |
| Wells Fargo | Charlotte, NC | Sep 2014 - Sep 2017 | 3 |
| Acheampong Advisory Group | Charlotte, NC | Jul 2013 - May 2017 | 3 |
| Timeless Solutions | Charlotte, NC | Mar 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- NC
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$448,324
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA, NC
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