Caroline McInerney, financial advisor Atlanta GA

Caroline McInerney

CRD Number: 2767841
Current Firm: Nicholas Hoffman & Company, LLC

Caroline McInerney (CRD# 2767841) is an Investment Advisor Representative working at Nicholas Hoffman & Company, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Nicholas Hoffman & Company, LLC Atlanta, GA Sep 2020 - Current 3
Raymond James & Associates, Inc. Atlanta, GA Sep 2019 - Aug 2020 < 1
Hd Vest Investment Services Atlanta, GA May 2017 - Sep 2019 2
Clements Financial Services Atlanta, GA May 2017 - Sep 2019 2
Raymond James & Associates Alpharetta, GA Aug 2016 - May 2017 < 1
Unemployed Sandy Springs, GA May 2007 - Aug 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Caroline H. McInerney
Phone Number: 404-815-5050
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6,682
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $3,145,748
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, CA, FL, GA, IL, LA, MS, NC, NH, OH, SC, TN, TX

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