Advisory South- Financial Advisor Norcross, GA

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About Advisory South

At AdvisorySouth, we have one simple mission: building and preserving wealth and guiding our clients to a secure and successful financial future. We strive to simplify the complex world of investments, retirement plan consulting and personal financial order. In a world filled with volatility and uncertainty, AdvisorySouth pursues a partnership alongside our individual and business clients to share perspective and carefully attend to our clients' unique needs, desires and goals. We pledge to serve our clients with honesty and integrity. We will always act in the best interest of our clients. With offices in the Atlanta Metro area, the Georgia coast and Dothan, Alabama, AdvisorySouth has a distinctly southern footprint. We offer a diverse range of services that are custom tailored to our clients' needs for investment management, retirement plan consulting, and financial and estate planning services. These are all underscored by our commitment to remain fiercely independent of any financial firms, insurance companies or other institutional ties to offer totally objective, independent advice and services to our clients. Our team of professionals and staff provide deep bench strength of knowledge and expertise. With an average 20+ years of experience per advisor in investment management, retirement plan consulting, fiduciary governance, finance, business strategy and taxation, we will help you define your vision with clarity. Then we help build and assemble the pieces so you can proceed with confidence.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

CRD#

2853935

Firm CRD#

134139

Insurance License#

511355

Name of Broker/Dealer

Cambridge

Name of Custodial Firm

National Financial services

States Licensed in

GA, TN, FL, CA, ME, IL, VA, AL,

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

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

Compliance

Registered Representative

Investment Advisor 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

RICP^®, CLU^®, CSA^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

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

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$74,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Additional Details on Charges

We will do a very comprehensive financial plan starting at $100/month and will increase based on complexity of the plan. First meeting is complimentary

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$200

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/1889838/paladinregistry-Advisory-South-detailed-disclosure.html

Paladin Advisors

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Advisory South