Adam Bratton (CRD# 7884888) is an Investment Advisor Representative working at Ieq Capital, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital | Atlanta, GA | Mar 2024 - Current | < 1 |
| Georgia Institute Of Technology | Atlanta, GA | Jan 2020 - Current | 4 |
| Ron Blue Trust | Atlanta, GA | Jun 2023 - Jul 2023 | < 1 |
| Victoria National Golf Club | Newburgh, IN | Apr 2016 - Aug 2022 | 6 |
| Warrick County School Corporation | Boonville, IN | Jan 2014 - Dec 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
- GA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
-
Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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