Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B

Fee Structure

Financial Planning:Investment management only

The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.

Areas of Practice
Investment Management
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Advisor Information

Office location

5780 Powers Ferry Rd. Nw, Atlanta, GA, 30327

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Other Business ActivitiesSells Insurance

Briton is a licensed insurance producer in Georgia, selling health, life, and variable products since 2013. He dedicates minimal time to this activity.

Employment History
Current Registrations
Voya Investment Management CO. LLC
March 2019 - Present · 6 yrs 10 mos
Voya Investments Distributor, LLCBroker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Suntrust Advisory Services, INC.
June 2017 - February 2019 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
April 2017 - February 2019 · 1 yr 10 mos
E*trade Capital Management, LLC
April 2016 - March 2017 · 11 mos
E*trade Securities LLCBroker
April 2016 - March 2017 · 11 mos
Wells Fargo Advisors, LLC
August 2013 - April 2016 · 2 yrs 8 mos
Wells Fargo Advisors, LLC Broker
September 2009 - April 2016 · 6 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.