Catherine
Miller

Atlanta Financial Associates, Inc

CRD#1771340
Investment Advisor
in Atlanta, GA
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About this Advisor

Catherine Miller is a certified financial planner who is based out of Atlanta, Georgia. Currently an advisor with Atlanta Financial Associates, Inc, Miller has a notable 26 years of professional experience as a financial advisor. Miller holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Miller is registered to act as an advisor in Florida and Georgia. During their career, the advisor has held roles at Atlanta Financial Associates, Inc, Fsc Securities Corporation, Afa Finanical Services, Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Atlanta Financial Associates, Inc is headquartered in Atlanta, Georgia. As an advisor firm, Atlanta Financial Associates, Inc oversees $273 million in assets across 1,176 accounts and employs 12 staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Atlanta Financial Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5901-B Peachtree Dunwoody Road Suite 275
Atlanta, GA 30328

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Atlanta Financial Associates, Inc Brokerage Details

Total Assets Under Management

$551,024,224

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

1,775

GA Average: 1,608
Average Account Size

$310,436

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Catherine Miller Work History

Catherine has 26 years of experience.

2018 - Present (1 year)

Purshe Kaplan Sterling Investments

1992 - Present (27 years)

Atlanta Financial Associates, Inc

2009 - 2018 (9 years)

Commonwealth Financial Network

1992 - 2009 (17 years)

Fsc Securities Corporation

1992 - 2012 (20 years)

Afa Finanical Services

Disclosures

Catherine Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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