Atlanta Financial Associates, Inc
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About this Advisor
Julianne Andrews is a certified financial planner in Atlanta, Georgia. Currently a registered advisor at Atlanta Financial Associates, Inc, they have accumulated a notable 26 years of work experience as a financial advisor. Andrews has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Andrews can serve customers based out of Georgia. The advisor has gained experience at Atlanta Financial Associates, Fsc Securities Corporation, Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Atlanta Financial Associates, Inc is headquartered in Atlanta, Georgia. As a company, Atlanta Financial Associates, Inc oversees $273 million in assets across 1,176 client accounts and retains 12 staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Atlanta Financial Associates, Inc can offer 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
Years of Experience
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Atlanta Financial Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julianne Andrews Work History
Julianne has 26 years of experience.
Purshe Kaplan Sterling Investments
Atlanta Financial Associates
Commonwealth Financial Network
Fsc Securities Corporation
Julianne Andrews has no disclosures.
Please visit their SEC profile for more details.