Maurice
Woodard

Beacon Global Advisor Network, LLC

CRD#2594298
Investment Advisor
in Atlanta, GA

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About this Advisor

Maurice Woodard is a financial advisor based in Atlanta, Georgia, working with Beacon Global Advisor Network, LLC. Maurice has previously held positions at Devere Group, Business Class Group, and Holborn Assets. Maurice has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Maurice is part of Beacon Global Advisor Network, LLC, which operates out of Atlanta, Georgia. The firm has 33 offices and 48 employees. The firm manages assets totaling $291.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Global Advisor Network, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

One Glenlake Parkway Suite 650
Atlanta, GA 30328

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Beacon Global Advisor Network, LLC Brokerage Details

Total Assets Under Management

$291,581,847

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

48

GA Average: 58
Total Number of Accounts

361

GA Average: 1,608
Average Account Size

$807,706

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Maurice Woodard Work History

2021 - Present (3 years)

Holborn Assets

2021 - 2021 (< 1 year)

Business Class Group

2012 - 2020 (8 years)

Devere Group

Disclosures

Please visit the SEC profile of Maurice Woodard 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 Beacon Global Advisor Network, LLC

Daniel Mesa
Atlanta, GA
Mark Boyes
Dubai,
Ricardo Jesus
Tavira,
Jonathan Willis
Atlanta, GA
Matthew Hunkele
New York, NY
Jarryd Jacklin
Braselton,
Michael Jordan
Miami, FL
Bennett Linsky
New York, NY

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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