Fred
Gifford

Equity Investment Corp

CRD#1066230
Investment Advisor
in Atlanta, GA

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About this Advisor

Fred Gifford is a financial advisor based in Atlanta, Georgia, working with Equity Investment Corp. Fred has previously held positions at Bny Mellon Distributors Inc, Jfb Holdings Corp, and Equity Investment Corporation. Fred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Fred is part of Equity Investment Corp, which operates out of Atlanta, Georgia. The firm has 25 employees and manages assets totaling $2.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Equity Investment Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1776 Peachtree Street Nw Suite 600S
Atlanta, GA 30309

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Equity Investment Corp Brokerage Details

Total Assets Under Management

$2,654,330,988

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

25

GA Average: 58
Total Number of Accounts

5,241

GA Average: 1,608
Average Account Size

$506,455

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Fred Gifford Work History

2016 - Present (9 years)

Equity Investment Corporation

2011 - Present (14 years)

Bny Mellon Distributors Inc

2011 - 2017 (6 years)

Jfb Holdings Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Fred Gifford 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 Equity Investment Corp

Robert Ladyman
Atlanta, GA
Allen White
Atlanta, GA
Stephen Halley
Atlanta, GA
John Power
Atlanta, GA
Keith Telesca
Villanova, PA
Dennis Mckinney
Atlanta, GA
Matthew Keeter
Atlanta, GA
Fred Gifford
Atlanta, 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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