George TerlizziCRD Number: 5834250
Current Firm: Arkadios Wealth Advisors
George Terlizzi (CRD# 5834250) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Arkadios Capital||Atlanta, GA||Aug 2022 - Current||< 1|
|Arkadios Wealth Advisors||Atlanta, GA||Aug 2022 - Current||< 1|
|South Park Capital, Inc.||Charlotte, NC||Sep 2014 - Current||8|
|George Terlizzi Inc.||Charlotte, NC||Oct 1997 - Current||25|
|Kalos Management, Inc.||Alpharetta, GA||Mar 2015 - Aug 2022||7|
|Kalos Capital Inc.||Alpharetta, GA||May 2012 - Aug 2022||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,758MILLIONS
Total Number of Accounts8,782ACCOUNTS
Average Account Value$200,176
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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