Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kroustalis is an active investment advisor representative with Captrust. He has been in the industry since March 1997 and is registered in Alabama, California, Florida, Georgia, Kentucky, North Carolina, South Carolina, and Texas. Prior to joining Captrust, George worked at WELLS FARGO ADVISORS, LLC and WACHOVIA SECURITIES, INC. He is also the author of "Secrets to Becoming a Financial Badass" and Managing Member of Kroustalis Investments LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
09/04/2018 - Present
Captrust (CHARLOTTE NC)
NC
06/15/2002 - 10/16/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
03/18/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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