Connor
Tarleton
Sfi Advisors, LLC
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About this Advisor
Connor Tarleton is a financial advisor working out of Duluth, Georgia who has 2 years of industry experience. Tarleton works at Sfi Advisors, LLC. Over the course of their career, Tarleton has held roles at Rico'S World Kithchen, Buford City Schools, Northwestern Mutual, Uga and Sfi Advisors, LLC. Tarleton holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Georgia. Sfi Advisors, LLC is a registered investment business that has its headquarters in Montclair, NJ. The firm has a total of 10 employees. It has $197 million in total assets between its 335 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 335 customer accounts, 18% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Sfi Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sfi Advisors, LLC Brokerage Details
$196,960,000
10
335
$587,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Connor Tarleton Work History
Connor has been registered as a financial advisor for 2 years.*
Sfi Advisors, LLC
Sfi Advisors, LLC
Northwestern Mutual
Uga
Rico'S World Kithchen
Buford City Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connor Tarleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sfi Advisors, LLC
Montclair, NJ
Duluth, GA
Duluth, GA
Montclair, NJ
Montclair, NJ
Montclair, NJ
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