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 7 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|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|
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
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