George Kolitsas (CRD# 7327706) is an Investment Advisor Representative working at Innovative Wealth Management in Trumbull, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iwm Advisory, LLC | Stratford, CT | Jan 2021 - Current | 3 |
| Innovative Financial Group | Stratford, CT | Jun 2020 - Current | 3 |
| Bankers Life | Milford, CT | Aug 2018 - May 2020 | 1 |
| Roger Williams University | Bristol, RI | Aug 2014 - May 2018 | 3 |
| Pomperaug High School | Southbury, CT | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CT
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts93ACCOUNTS
-
Average Account Value$84,241
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CT, NY, PA, TX
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