George Pantazis, financial advisor Washington DC
93 score

George Pantazis

CRD Number: 3160976
Current Firm: Icma Retirement Corp

George Pantazis (CRD# 3160976) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Sep 2013 - Current 3
Unemployed Arlington Heights, IL Jun 2013 - Sep 2013 < 1
Lpl Financial LLC Charlotte, NC Nov 2012 - May 2013 < 1
Alliant Credit Union Rolling Meadows, IL Mar 2012 - May 2013 1
Cuna Brokerage Services, Inc. Waverly, IA Mar 2012 - Nov 2012 < 1
Brooker & Troutman Arlington Hts, IL Feb 2012 - Apr 2012 < 1
Genworth Financial Securities Corporation Schaumburg, IL Sep 2009 - Mar 2012 2
Genworth Financial Advisers Corporation Schaumburg, IL Sep 2009 - Mar 2012 2
Fifth Third Securities Lagrange Park, IL Apr 2009 - Aug 2009 < 1
Fifth Third Lagrange Park, IL Mar 2009 - Aug 2009 < 1
Calamos Financial Services, Inc. Naperville, IL Jan 2004 - Jan 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for George S. Pantazis
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
    31,797
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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