CL
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 Road, Atlanta, GA, 30327
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
Voya Investment Management CO. LLC
December 2023 - Present · 2 yrs 1 mo
Voya Investments Distributor, LLCBroker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Morgan Stanley Broker
January 2023 - August 2023 · 7 mos
E*trade Securities LLCBroker
January 2022 - August 2023 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.