Corey
Letson

Georgia Wealth Partners, LLC

CRD#5088143
Investment Advisor
in Griffin, GA

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About this Advisor

Corey Letson is a financial advisor based in Griffin, Georgia, working with Georgia Wealth Partners, LLC. Corey has previously held positions at The Strategic Financial Alliance, Inc, Georgia Wealth Partners, and Georgia Wealth Partners, LLC. Corey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Corey is part of Georgia Wealth Partners, LLC, which operates out of Griffin, Georgia. The firm has 4 employees and manages assets totaling $124.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Georgia Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

318 S. Hill Street Suite 200
Griffin, GA 30224

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Georgia Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$124,071,701

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

4

GA Average: 58
Total Number of Accounts

658

GA Average: 1,608
Average Account Size

$188,559

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Corey Letson Work History

2021 - Present (3 years)

Georgia Wealth Partners, LLC

2013 - Present (11 years)

Georgia Wealth Partners

2010 - 2021 (11 years)

The Strategic Financial Alliance, Inc

Disclosures

Please visit the SEC profile of Corey Letson 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 Georgia Wealth Partners, LLC

Gregory Foster
Griffin, GA
Donald Crider
Griffin, GA
Corey Letson
Griffin, GA
Christopher Piland
Griffin, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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