Brightworth, LLC

Brightworth, LLC (CRD# 109569) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,227,340,000 in 1,524 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,227
    MILLION
  • Total Number of Accounts
    1,524
    ACCOUNTS
  • Average Account Value
    $805,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MD, NC, SC, TN, TX, VA

Financial Advisors at Brightworth, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Lisa L. Brown
CRD#: 3266879
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Lisa Brown (CRD# 3266879) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Lisa Brown 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.

2
Annika F. Cushnie
CRD#: 5239291
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Annika Cushnie (CRD# 5239291) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Annika Cushnie 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.

3
Chris J. Dardaman
CRD#: 2212568
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Chris Dardaman (CRD# 2212568) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 25 years of experience in the finance industry. Chris Dardaman 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.

4
Charles L. Jordan
CRD#: 4180001
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Charles Jordan (CRD# 4180001) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Charles Jordan 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.

5
Rhett C. Mouchet
CRD#: 5682320
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Rhett Mouchet (CRD# 5682320) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 8 years of experience in the finance industry. Rhett Mouchet 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.

6
Raymond V. Padron
CRD#: 1795062
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Raymond Padron (CRD# 1795062) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 29 years of experience in the finance industry. Raymond Padron 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.

7
David W. Polstra
CRD#: 1014810
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

David Polstra (CRD# 1014810) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 36 years of experience in the finance industry. David Polstra 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.

8
Donald W. Wilson
CRD#: 3062301
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
96
Wealthminder
score

Donald Wilson (CRD# 3062301) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Donald Wilson 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.

9
Nathaniel D. Corbitt
CRD#: 6086524
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
93
Wealthminder
score

Nathaniel Corbitt (CRD# 6086524) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 5 years of experience in the finance industry. Nathaniel Corbitt 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.

10
Thomas C. Presley
CRD#: 6166256
3280 Peachtree Road, Ne, Suite 2075, Atlanta, GA 30305
93
Wealthminder
score

Thomas Presley (CRD# 6166256) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry. Thomas Presley 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.

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