George Zaharopoulos (CRD# 4721155) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 20 years of experience in the finance industry. George Zaharopoulos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Measured Wealth Private Client Group, LLC | Portsmouth, NH | Jan 2024 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Portsmouth, NH | Jan 2021 - Jan 2024 | 3 |
Wells Fargo Clearing Services, LLC | Portsmouth, NH | Jan 2021 - Jan 2024 | 3 |
Wells Fargo Clearing Services LLC | Portsmouth, NH | Oct 2017 - Nov 2020 | 3 |
Wells Fargo Clearing Services, LLC | Portsmouth, NH | Oct 2017 - Nov 2020 | 3 |
Mml Distributors LLC | Boston, MA | Mar 2016 - Jul 2017 | 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Feb 2016 - Jul 2017 | 1 |
Adp/randstad | Salem, NH | Dec 2015 - Feb 2016 | < 1 |
Hd Vest Financial Services | Haverhill, MA | Jul 2015 - Jan 2016 | < 1 |
Hd Vest Advisory Services | Haverhill, MA | Jul 2015 - Jan 2016 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Framingham, MA | Oct 2014 - Jul 2015 | < 1 |
Bank Of America, N.a. | Framingham, MA | Oct 2014 - Jul 2015 | < 1 |
Prudential | Hartford, CT | Dec 2007 - Sep 2014 | 6 |
Prudential Investment Management Services LLC | Hartford, CT | Dec 2007 - Sep 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- MA
- NH
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Total Assets Under Management408MILLIONS
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Total Number of Accounts1,313ACCOUNTS
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Average Account Value$310,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NC, NH, NY, PA, SC, TX
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