George Pikounis
George Pikounis is a registered investment advisor at Prime Capital Financial, based in Tallahassee, FL, with 12 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
2282 Killearn Center Boulevard, Suite D, Tallahassee, FL, 32309
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2024Other Business ActivitiesSells Insurance
George works as an insurance agent selling and servicing fixed insurance products since February 2023. This takes about a third of his time.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Commonwealth Financial Network
Kestra Advisory Services, LLC
Pikgeor Financial
Invested.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
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.