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Featured Business Financial Advisor in Baltimore, MD
Baltimore Financial Advisors
InvestEd
345 N Charles St
Baltimore, MD 21201
(410) 469-9532
“We believe everyone should have access to financial advice.”
Advisor Profile
George Pikounis
Name:  George Pikounis
Website:  Visit Website

About InvestEd

Everyone should know what their money is doing. But these days, we get wrapped up in charts and fine print, and guys on TV yelling buy-sell-hold, and it?s clear that Wall Street isn?t looking out for you or me.

InvestEd is designed to get rid of all that noise. We believe in smart money for everyone?no matter age, income or career path?we want you to have the financial means to reach your life goals. So we provide free, clear and straightforward financial information, that?s specific and unbiased. We?re not tied to big banks, and we?re real people with real offices in downtown Baltimore, not just a chat window or a voice on the phone. There?s no minimum to start, and we charge a simple .95% fee?no hidden charges, no commissions, no fine print.
 

General Information

States Licensed in:    MD D.C. VA
SEC File#:    120278
Firm CRD#:    120278
CRD#:    5955876
I work with the following types of clients:    Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
States Willing to do Business in:    Abingdon,Annapolis,Annapolis Junction,Arnold,Ashton,Baldwin,Baltimore,Bel Air,Belcamp,Beltsville,Bowie,Brookeville,Brooklyn,Burtonsville,Catonsville,Clarksville,Cockeysville,Columbia,Crofton,Crownsville,Curtis Bay,Davidsonville,Dayton,Dundalk,Edgewood,Elkridge,Ellicott City,Essex,Fallston,Finksburg,Forest Hill,Fork,Fort George G Meade,Fort Howard,Fulton,Gambrills,Gibson Island,Glen Arm,Glen Burnie,Glenelg,Glenn Dale,Glenwood,Glyndon,Greenbelt,Gunpowder,Gwynn Oak,Halethorpe,Hampstead,Hanover,Highland,Hydes,Jarrettsville,Jessup,Joppa,Kingsville,Laurel,Linthicum Heights,Lutherville Timonium,Marriottsville,Middle River,Millersville,Monkton,Nottingham,Odenton,Owings Mills,Parkton,Parkville,Pasadena,Perry Hall,Phoenix,Pikesville,Randallstown,Reisterstown,Riva,Rock Hall,Rosedale,Sandy Spring,Savage,Severn,Severna Park,Silver Spring,Sparks Glencoe,Sparrows Point,Spencerville,Sykesville,Towson,Upper Falls,Upperco,West Friendship,White Hall,White Marsh,Windsor Mill,Woodbine,Woodstock,Federal Hill, Fells Point, Canton, Mt. Vernon
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), FOREX & Currency, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 65
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    0
Minimum Fee Charged for Managed Accounts:    0
Fee % Based on Assets:    .95%
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    0
 
 
 

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