Larry
Baugh

Baugh & Associates, LLC

CRD#4340364
Investment Advisor
in Atlanta, GA

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About this Advisor

Larry Baugh is a chartered financial analyst operating in Atlanta, Georgia who has 5 years of industry experience. Baugh is on the advisory team at Baugh & Associates, LLC. They have spent their whole employment at Baugh & Associates, Llc. Baugh is approved to operate in Georgia. Baugh & Associates, LLC is a business that has its headquarters in Atlanta, GA. It handles $218 million in assets across its 429 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 429 accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Baugh & Associates, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is provided. Fee types billed by Baugh & Associates, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6065 Roswell Rd Suite 980
Atlanta, GA 30328

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Baugh & Associates, LLC Brokerage Details

Total Assets Under Management

$217,674,582

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

2

GA Average: 58
Total Number of Accounts

429

GA Average: 1,608
Average Account Size

$507,400

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Larry Baugh Work History

Larry has been registered as a financial advisor for 5 years.*

1977 - Present (47 years)

Baugh & Associates, LLC (And Predecessor Company)

*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 Larry Baugh 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 Baugh & Associates, LLC

Derek Baugh
Atlanta, GA
Larry Baugh
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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