DavidsonHepburn- Financial Advisor Atlanta, GA

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About Davidson Hepburn

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

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General Information

CRD#

7100836

Firm CRD#

2881

Name of Broker/Dealer

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Life, Annuity, Variable Annuity, Disability, Variable Life, Long Term Care

Firm Information

Assets Managed by Advisor

$110,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Commissions, Flat Fee, Based on Assets

Education

BA - Mathematics & Economics

Morehouse College
08/01/1994 -06/01/1998

Masters - International Planning

New York University
08/01/2004 -06/01/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891071/paladinregistry-Northwestern-Mutual-detailed-disclosure.html

Disclaimer

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Davidson Scott Hepburn uses Camienne Financial as a marketing name for doing business as a representative of Northwestern Mutual. Camienne Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Davidson Scott Hepburn is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS

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Paladin Research Report For:

Davidson Hepburn

Northwestern Mutual