George Bryant (CRD# 1860625) is an Investment Advisor Representative working at Apogee Wealth Partners, LLC in Chattanooga, TN and has over 24 years of experience in the finance industry. George Bryant 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apogee Wealth Partners, LLC | Chattanooga, TN | Nov 2020 - Current | 3 |
| Barnett And Co Inc. | Chattanooga, TN | Jul 2014 - Current | 9 |
| Hhm Wealth Advisors, LLC | Chattanooga, TN | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
- GA
- NC
- TN
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$409,234
- 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
- Educational seminars/workshops
GA, NC, TN
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