Fred Gifford, financial advisor Atlanta GA
81 score

Fred Gifford

CRD Number: 1066230
Current Firm: Equity Investment Corp

Fred Gifford (CRD# 1066230) is an Investment Advisor Representative working at Equity Investment Corp in Atlanta, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Investment Corporation Atlanta, GA Sep 2016 - Current 1
Bny Mellon Distributors Inc. King Of Prussia, PA May 2011 - Current 7
Jfb Holdings Corp Atlanta, GA Feb 2011 - Oct 2017 6
Foreside Fund Services, LLC Milwaukee, WI Oct 2003 - Feb 2011 7
Optique Capial Management / Johnson Asset Management Milwaukee, WI May 2002 - Feb 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Fred E. Gifford
Phone Number: 404-239-0111
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    2,900
    MILLIONS
  • Total Number of Accounts
    5,834
    ACCOUNTS
  • Average Account Value
    $497,031
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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