Robert
Brewer
Atlanta Consulting Group Advisors, LLC
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About this Advisor
Robert Brewer is a financial advisor based in Lexington, Kentucky, working with Atlanta Consulting Group Advisors, LLC. Robert has previously held positions at Raymond James & Associates, Inc, Atlanta Consulting Group Advisors, LLC, and Kingswood Capital Partners, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky and Texas. Currently, Robert is part of Atlanta Consulting Group Advisors, LLC, which operates out of Lexington, Kentucky. The firm has 1 office and 24 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Atlanta Consulting Group Advisors, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlanta Consulting Group Advisors, LLC Brokerage Details
$13,598,587,500
24
410
$33,167,287
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Brewer Work History
Atlanta Consulting Group Advisors, LLC
Kingswood Capital Partners, LLC
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Robert Brewer 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 Atlanta Consulting Group Advisors, LLC
Atlanta, GA
Atlanta, GA
Lexington, KY
Lexington, KY
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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