AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B
Fee Structure
Minimum Investment:None
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. They can be calculated on a tiered or flat rate schedule. Additional charges may include custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees. CFI also receives compensation through strategic marketing arrangements with third-party money managers.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
7840 Roswell Road, Suite #415, Sandy Springs, GA, 30350
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Pacific Point Securities, LLCBroker
August 2025 - Present · 5 mos
Centaurus Financial, INC.
February 2016 - Present · 9 yrs 11 mos
Centaurus Financial, INC. Broker
February 2016 - Present · 9 yrs 11 mos
Previous Registrations
J P Turner & Company Capital Management, LLC
May 2007 - December 2015 · 8 yrs 7 mos
J.P. Turner & Company, L.L.C.Broker
February 2005 - December 2015 · 10 yrs 10 mos
Lh Ross & Company, INC.Broker
July 2000 - January 2005 · 4 yrs 6 mos
Biltmore Securities, INC.Broker
February 1998 - August 1998 · 6 mos
Dean Witter Reynolds INC.Broker
January 1998 - February 1998 · 1 mo
Biltmore Securities, INCBroker
December 1996 - January 1998 · 1 yr 1 mo
State Registrations2 states
CAGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.