Mack CohenCRD Number: 6046058
Current Firm: Waddell & Reed
Mack Cohen (CRD# 6046058) is an Investment Advisor Representative working at Waddell & Reed in Atlanta, GA and has over 5 years of experience in the finance industry.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Waddell & Reed, Inc.||Atlanta, GA||Jun 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Braselton, GA||Jun 2015 - Current||2|
|Liberty Estates Homeowners Association||Braselton, GA||Sep 2013 - Current||4|
|North Georgia Business Connection||Braselton, GA||Jul 2015 - Feb 2016||< 1|
|Wells Fargo Advisors||Braselton, GA||Mar 2013 - Jun 2015||2|
|Unemployed||Braselton, GA||Dec 2012 - Mar 2013||< 1|
|Edward Jones||Alpharetta, GA||Apr 2012 - Dec 2012||< 1|
|Tupelo Country Club||Tupelo, MS||Feb 2012 - Apr 2012||< 1|
|Laurel Country Club||Laurel, MS||Sep 2011 - Jan 2012||< 1|
|Old Waverly Golf Club||West Point, MS||May 2011 - Sep 2011||< 1|
|Legends At Chateau Elan||Braselton, GA||Apr 2006 - May 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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