Vann
Pitts
Amb Wealth, LLC
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About this Advisor
Vann Pitts is a financial advisor who works in Thomasville, Georgia who has 2 years of industry experience. Pitts is on the advisory team at Amb Wealth, LLC. Over the course of their career, Pitts has held roles at Northwest Florida State College, Valdosta State University, Ag Pro and Allen Mooney & Barnes Brokerage Services, LLC. Pitts maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Georgia, Maryland and North Carolina. Amb Wealth, LLC is an advisory business that has its headquarters in Thomasville, GA. The company has offices in two locations and a total of 17 advisors. It administers $680 million in total assets among its 658 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 658 client accounts, 47% are held by high-net-worth individuals who have at least $1 million in investable assets. Amb Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services provided. However, fees charged by Amb Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$679,891,288
17
658
$1,033,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Vann Pitts Work History
Vann has been registered as a financial advisor for 2 years.*
Allen Mooney & Barnes Brokerage Services, LLC
Ag Pro
Valdosta State University
Northwest Florida State College
*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 Vann Pitts 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 Amb Wealth, LLC
Thomasville, GA
Thomasville, GA
Thomasville, GA
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, 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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