George Terlizzi (CRD# 5834250) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Arkadios Capital | Atlanta, GA | Aug 2022 - Current | 2 |
Arkadios Wealth Advisors | Atlanta, GA | Aug 2022 - Current | 2 |
South Park Capital, Inc. | Charlotte, NC | Sep 2014 - Current | 10 |
George Terlizzi Inc. | Charlotte, NC | Oct 1997 - Current | 27 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- SC
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
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