George Kurtz (CRD# 1410049) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Chattanooga, TN and has over 38 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta, GA | Sep 2021 - Current | 2 |
| One Family Financial | Chattanooga, TN | May 2015 - Current | 9 |
| Corecap Investments | Chattanooga, TN | May 2019 - Jul 2021 | 2 |
| Retirement Solutions | Chattanooga, TN | May 2016 - Jun 2017 | 1 |
| Dean Witter Reynolds Inc. | Chattanooga, TN | Jul 1985 - Jun 2017 | 31 |
| Broad Street Group | Chattanooga, TN | Aug 2014 - Apr 2016 | 1 |
| Hazelhurst, Inc. | Hazelhurst, GA | Jul 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TN
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Total Assets Under Management752MILLIONS
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Total Number of Accounts7,527ACCOUNTS
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Average Account Value$99,857
- 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
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
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