Kai Mays (CRD# 6198289) is an Investment Advisor Representative working at Avantax Advisory Services in Tyrone, GA and has over 4 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hd Vest Advisory Services | Hampton, GA | Jun 2019 - Current | 4 |
| Ak Edwards Tax & Financial Services, Inc. | Hampton, GA | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- GA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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