Cecil Staton
CRD Number: 6794724Current Firm: Arch Financial Planning, LLC
Compensation Model: Fee Only
Cecil Staton (CRD# 6794724) is an Investment Advisor Representative working at Arch Financial Planning, LLC in Athens, GA and has 7+ years of experience in the finance industry. Cecil Staton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6374744
Edward Jones
CRD# 6914118
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arch Financial Planning, LLC | Athens, GA | Apr 2022 - Current | 2 |
| Blend Financial Inc. Dba Origin Financial | Boston, MA | Apr 2022 - Jul 2023 | 1 |
| Buckingham Strategic Wealth, LLC | Clayton, MO | Mar 2020 - May 2022 | 2 |
| Nova Wealth Management Group, LLC | Atlanta, GA | Jul 2018 - Feb 2020 | 1 |
| Smith & Howard Wealth Management, LLC | Atlanta, GA | May 2015 - Jul 2018 | 3 |
| University Of Georgia | Athens, GA | Aug 2010 - May 2015 | 4 |
- GA
- TX
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$114,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
GA, TX
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