George Terlizzi, financial advisor Charlotte NC

George Terlizzi

CRD 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 9 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
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
Disclosure Information

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
Contact Info for George Terlizzi
Phone Number: 404-445-0035
Registered State(s):
  • GA
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    2,681
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,681,123,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.