Overview

Our financial advisory practice is looking to grow through acquisition of similar practices. We have the capital and flexibility to customize terms for different situations. Our market is primarily composed of the communities north of Atlanta including Dunwoody, Johns Creek, Duluth, Alpharetta, Roswell, Woodstock, Cumming, Canton and Cartersville. We operate inside of a regional bank.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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