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George Papadopoulos

George Papadopoulos

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Information

Firm:
Type: RIA
Description

I offer my clients a complete range of Wealth Management services and the advantages of providing one source for Financial Planning, Investment Management and Tax Planning and Preparation.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Ernst & Young CPAS 2 years, 9 months Mar 2002 - Dec 2004
George Papadopoulos, CPA/PFS, CFP 16 years, 11 months Jan 1998 - Present
Exams
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 03/28/2002
Uniform Securities Agent State Law ExaminationSeries 63 07/11/1994

Answers and Guides

Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

George Papadopoulos has not answered any questions on Financial Q&A.

Top Guides

George Papadopoulos has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Firm Client Types

High Net Worth Individuals
Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
09/08/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.


Types of Compensation Arrangements