George Papadopoulos
GEORGE PAPADOPOULOS, CPA/PFS,CFP
NOVI, MI 48375
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CRD#: 2499573
Professional summary
George Papadopoulos, CFP® is a registered financial advisor currently at GEORGE PAPADOPOULOS, CPA/PFS,CFP located in Novi, Michigan.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. George has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
George received his Certified Public Accountant (CPA) license from the State of Michigan in 1993. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1995, after meeting the rigorous education and experience requirements set forth by the CFP Board of Standards. In addition, George earned his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996.
Every year, George is required to take more than 40 hours of Continuing Professional Education in order to maintain his professional licenses. He usually takes classes well above the minimum required and he is committed to excellence and continuous improvement.
George holds both a Master of Science degree in Accounting and a Bachelor of Business Administration degree, with honors, from Eastern Michigan University. He is registered with the State of Michigan as an Investment Advisor.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GEORGE PAPADOPOULOS, CPA/PFS, CFP� IS A licensed CPA but does not offer services to the general public (only tax preparation services for advisory clients).
GEORGE PAPADOPOULOS, CPA/PFS, CFP� IS OTHERWISE ENGAGED IN CONTRIBUTING ORIGINAL WORKS TO FINANCIAL INDUSTRY PUBLICATIONS. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT MAY INVOLVE UP TO 5% OF HIS TIME.
MR. PAPADOPOULOS IS THE MANAGING MEMBER OF AN ON-LINE BLOG THAT IS NOT INVESTMENT OR FINANCIAL RELATED. THE TIME SPENT ON THIS ACTIVITY MAY ALSO VARY THROUGHOUT THE YEAR BUT MAY INVOLVE UP TO 10% OF HIS TIME.
ALL BUSINESS ACTIVITIES ARE CONDUCTED AT THE REGISTRANT'S PRIMARY BUSINESS ADDRESS.
CRS (Client Relationship Summary) - RIA
Click below to view George Papadopoulos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
May 10, 2010 - Present
GEORGE PAPADOPOULOS, CPA/PFS,CFP
Office #1: 39555 Orchard Hill Place Suite 365, Novi, MI 48375RIA
CRD#: 121985
NOVI, MI
Past
November 22, 1994 - March 13, 1995
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
July 12, 1994 - November 22, 1994
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(5/10/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
GP
GEORGE PAPADOPOULOS, CPA/PFS,CFP
GEORGE PAPADOPOULOS, CPA/PFS,CFP | PAPADOPOULOS, GEORGE
CRD#: 121985 / SEC#:
Michigan
Registered Investment Advisory firm - (1/28/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ann Arbor, MI
Mailing Address
39555 Orchard Hill Place Suite 600, Novi, MI 48375
Phone number
(734) 929-6405
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 63,804,992 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2024 | ||
| 09/08/2023 | ||
| 07/14/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
