George
Pantazis

Icma Retirement Corporation

CRD#3160976
Investment Advisor
in Washington, DC
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$2,506,042,249

DC Average: $4,886,152,200
Total Number of Employees

873

DC Average: 60
Total Number of Accounts

2

DC Average: 205
Average Account Size

$1,253,021,124

DC Average: $23,834,889

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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

George Pantazis Work History

George has 14 years of experience.

2013 - Present (6 years)

Icma Retirement Corporation

2012 - 2012 (< 1 year)

Brooker & Troutman

2012 - 2012 (< 1 year)

Cuna Brokerage Services, Inc

2012 - 2013 (1 year)

Alliant Credit Union

2012 - 2013 (1 year)

Lpl Financial LLC

2009 - 2009 (< 1 year)

Fifth Third

2009 - 2009 (< 1 year)

Fifth Third Securities

2009 - 2012 (3 years)

Genworth Financial Securities Corporation

2009 - 2012 (3 years)

Genworth Financial Advisers Corporation

2004 - 2009 (5 years)

Calamos Financial Services, Inc

Disclosures

George Pantazis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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