Debbie Gandy, financial advisor Atlanta GA

Debbie Gandy

CRD Number: 2335908
Current Firm: Peachcap Tax & Advisory, LLC

Debbie Gandy (CRD# 2335908) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Peachcap Tax & Advisory, LLC Atlanta, GA Aug 2018 - Current 5
Peachcap Securities, Inc. Atlanta, GA Aug 2018 - Current 5
Kestra Investment Services, LLC Austin, TX Dec 2014 - Aug 2018 3
Kestra Private Wealth Services, LLC San Diego, CA Dec 2014 - Aug 2018 3
Morgan Stanley Smith Barney Oxnard, CA Jun 2009 - Dec 2014 5
Citigroup Global Markets Inc. Ventura, CA Jun 2003 - Dec 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Debbie A. Gandy
Phone Number: 404-220-8958
Registered State(s):
  • CA
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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