George AcheampongCRD Number: 5982867
Current Firm: Capitalwize, LLC
George Acheampong (CRD# 5982867) is an Investment Advisor Representative working at Capitalwize, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Acheampong Enterprises, LLC||Charlotte, NC||May 2018 - Current||2|
|Money Savvy Financial, Llc (capitalwize Llc)||Atlanta, GA||Aug 2017 - Current||3|
|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|
|Mass Mutual Life Insurance Company||Charlotte, NC||Dec 2010 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management2MILLIONS
Total Number of Accounts41ACCOUNTS
Average Account Value$52,244
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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