Emmett Cloud, financial advisor Atlanta GA
96 score

Emmett Cloud

CRD Number: 3125036
Current Firm: Ifg Advisory, LLC

Emmett Cloud (CRD# 3125036) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Kary Brownlee, financial advisor Atlanta GA
Kary N. Brownlee
CRD# 4540792
Independent Financial Partners
Score
103
Similar Advisors
Jason Culp, CFP®, financial advisor Atlanta GA
Jason B. Culp, CFP®
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Ifg Advisory, LLC Atlanta, GA Dec 2017 - Current < 1
Lpl Financial, LLC Atlanta, GA Dec 2017 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2017 2
Morgan Stanley Smith Barney Atlanta, GA Jun 2009 - Dec 2017 8
Citigroup Global Markets Inc. Atlanta, GA Mar 2004 - Dec 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Emmett H. Cloud
Phone Number: 770-353-6317
Firm Website: http://www.cpcllp.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    5,604
    ACCOUNTS
  • Average Account Value
    $191,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Emmett Cloud and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.