Linda
Dash
The Mather Group, LLC
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About this Advisor
Linda Dash is a financial advisor based in Atlanta, Georgia, working with The Mather Group, LLC. Linda has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and The Mather Group, LLC. Linda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Linda is part of The Mather Group, LLC, which operates out of Atlanta, Georgia. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$10,508,543,012
163
15,974
$657,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Linda Dash Work History
The Mather Group, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Linda Dash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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