George Hartzman, financial advisor Greensboro NC

George Hartzman

CRD Number: 2322314
Current Firm: Intercarolina Financial Services, Inc.

George Hartzman (CRD# 2322314) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Intercarolina Financial Services Greensboro, NC Nov 2012 - Current 7
Wells Fargo Advisors LLC Greensboro, NC May 2009 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination May 2001
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for George H. Hartzman
Phone Number: 336-288-6890
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $356,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, GA, KY, MA, MN, NC, ND, NV, SC, SD, TX, WI

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