Julianne
Andrews

Atlanta Financial Associates, Inc

CRD#1901677
Investment Advisor
in Atlanta, GA
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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

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

Julianne Andrews Work History

Julianne has 26 years of experience.

2018 - Present (1 year)

Purshe Kaplan Sterling Investments

1992 - Present (27 years)

Atlanta Financial Associates

2009 - 2018 (9 years)

Commonwealth Financial Network

1992 - 2009 (17 years)

Fsc Securities Corporation

Disclosures

Julianne Andrews has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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