Icma Retirement Corporation
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About this Advisor
George Pantazis is a certified financial planner whose office is in Washington, D.C. Currently an advisor with Icma Retirement Corporation, they have accrued 14 years of professional experience as a financial advisor. Pantazis holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Pantazis can advise investors based out of Illinois, Iowa, Wisconsin, South Dakota, Minnesota and North Dakota. The advisor has gained experience at Calamos Financial Services, Inc, Fifth Third, Fifth Third Securities, Genworth Financial Securities Corporation, Genworth Financial Advisers Corporation, Brooker & Troutman, Cuna Brokerage Services, Inc, Alliant Credit Union, Lpl Financial LLC and Icma Retirement Corporation. Icma Retirement Corporation is headquartered in Washington, D.C. As a company, Icma Retirement Corporation manages $47 billion in assets throughout 57 client accounts and retains more than 865 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 57 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Icma Retirement Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Icma Retirement Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
George Pantazis Work History
George has 14 years of experience.
Icma Retirement Corporation
Brooker & Troutman
Cuna Brokerage Services, Inc
Alliant Credit Union
Lpl Financial LLC
Fifth Third Securities
Genworth Financial Securities Corporation
Genworth Financial Advisers Corporation
Calamos Financial Services, Inc
George Pantazis has no disclosures.
Please visit their SEC profile for more details.