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 ActivitiesSells Insurance
Cary is a 50% owner and manager of Khares Basileia LLC, where he teaches leadership development, dedicating a few hours per week. He also works as an independent insurance agent for Midland National and an insurance agent for Summit Life Group, selling life insurance and annuities, spending about half his time on the latter.