George
Terlizzi
Arkadios Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
George Terlizzi is a financial advisor operating in Charlotte, North Carolina, who has 1 year of relevant experience. Terlizzi is an advisor for Arkadios Wealth Advisors. Throughout their career, Terlizzi has worked at George Terlizzi Inc, Kalos Capital Inc, South Park Capital, Inc, Kalos Management, Inc, Arkadios Capital and Arkadios Wealth Advisors. Terlizzi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia, North Carolina and South Carolina. Arkadios Wealth Advisors is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 47 locations and a total of 140 advisors. It manages $2 billion in assets between its 8,782 accounts, placing it among the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 8,782 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Arkadios Wealth Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the services offered. However, fee types billed by Arkadios Wealth Advisors may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
George Terlizzi Work History
George has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
South Park Capital, Inc
George Terlizzi Inc
Kalos Management, Inc
Kalos Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Terlizzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arkadios Wealth Advisors
Atlanta, GA
Atlanta, GA
Angleton, TX
Columbia, SC
Jacksonville, FL
Atlanta, GA
Madison Lake, MN
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
