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||3|
|Money Savvy Financial, Llc (capitalwize Llc)||Atlanta, GA||Aug 2017 - Current||4|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.