George Acheampong, financial advisor Charlotte NC

George Acheampong

CRD 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.

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Company Name Location Dates Years
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
Contact Info for George Acheampong
Phone Number: 800-835-0863
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $45,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

GA, NC

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