George Harold Hartzman

Intercarolina Financial Services, INC.

23 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Intercarolina Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

381 clients

Average Client Portfolio

$343K average

Assets Under Management

$130.8M

Fee Structure

Financial Planning:Investment management only

Location

2506 Baytree Dr., Greensboro, NC, 27455

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History

Regulatory History (1)

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Customer Dispute

February 2005

Denied

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Other Business Activities

George teaches part-time, providing CPA continuing education through Think Education. This activity requires a few hours per week.

Employment History

Current Registrations

Intercarolina Financial Services, INC.

November 2012 - Present · 13 yrs 3 mos

Previous Registrations

Wells Fargo Advisors, LLC

June 2002 - October 2012 · 10 yrs 4 mos

Wachovia Securities, INC.

January 2002 - June 2002 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.