George Sousoulas, financial advisor Memphis TN
93 score

George Sousoulas

CRD Number: 1355346
Current Firm: Stephens

George Sousoulas (CRD# 1355346) is an Investment Advisor Representative working at Stephens in Memphis, TN and has over 31 years of experience in the finance industry.

Similar Advisors
William Gates, financial advisor Memphis TN
William Gates
CRD# 5203846
Delta Asset Management, LLC
Score
103
Similar Advisors
William Abraham, financial advisor Memphis TN
William N. Abraham
CRD# 2644889
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Sudhir Agrawal, financial advisor Memphis TN
Sudhir K. Agrawal
CRD# 3193095
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Stephens Inc. Memphis, TN Mar 2016 - Current < 1
Wells Fargo Advisors Ridgeland, MS May 2012 - Mar 2016 3
Bank Of America, N.a. Germantown, TN Jul 2011 - May 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Germantown, TN Mar 2011 - Jul 2011 < 1
Wunderlich Securities, Inc. Memphis, TN Aug 2008 - Mar 2011 2
Banc Of America Investment Services, Inc. Memphis, TN Aug 2003 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for George J. Sousoulas
Phone Number: 501-377-2000
Firm Website: http://stephens.com/
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    6,643
    MILLIONS
  • Total Number of Accounts
    9,625
    ACCOUNTS
  • Average Account Value
    $690,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from George Sousoulas and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.