GK
GK

George Koutsioukis

25 Years of Experience
Greenville, SC
Broker

George Koutsioukis is a registered investment advisor at Janney Montgomery Scott LLC, based in Greenville, SC, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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Location

403 Roper Creek Drive, 2nd Floor, Greenville, SC, 29615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is a joint owner of rental property in Athens, Greece, and Greenville, SC. He spends minimal time on the Greenville property, collecting rent and handling maintenance, and neither activity is compensated.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
September 2019 - Present · 6 yrs 8 mos
Janney Montgomery Scott LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - September 2019 · 6 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - September 2019 · 6 yrs 7 mos
Morgan Keegan & Company, INC.
January 2013 - February 2013 · 1 mo
Morgan Keegan & Company, INC.Broker
January 2013 - February 2013 · 1 mo
Raymond James & Associates, INC.
May 2008 - August 2012 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2005 - August 2012 · 7 yrs 2 mos
UBS Financial Services INC.Broker
August 2000 - July 2005 · 4 yrs 11 mos
UBS Financial Services INC.
August 2000 - July 2005 · 4 yrs 11 mos
J.C. Bradford & CO.Broker
March 2000 - August 2000 · 5 mos
State Registrations16 states
ALCAFLGAIDILKSNCNVNYOHOKSCTNTXWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
George Koutsioukis - Financial Advisor | TrueAdvisor