Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
Areas of Practice
Advisor Information
Office location
901 N Broad Street, Suite 400, Rome, GA, 30161
Get directionsRegulatory History
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 →Other Business Activities
Cathy works as an accountant at Tim Couch PC CPA, dedicating about a quarter of her time to preparing tax returns and administrative duties. She also serves as Treasurer for the Old Dawson Village Condominium Association, spending minimal time paying bills and running reports.