Buckhead Investment Partners, LLC

Buckhead Investment Partners, LLC (CRD# 143208) is a financial advisory firm headquartered in Atlanta, GA. They manage $552,213,575 in 2,756 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    552
    MILLION
  • Total Number of Accounts
    2,756
    ACCOUNTS
  • Average Account Value
    $200,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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.

AL, FL, GA, LA, NC, SC, TX

Financial Advisors at Buckhead Investment Partners, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Eric A. Cramer
CRD#: 2957889
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

Eric Cramer (CRD# 2957889) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Eric Cramer 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
William J. Harris
CRD#: 2166332
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

William Harris (CRD# 2166332) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 25 years of experience in the finance industry. William Harris 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
Patrick B. King
CRD#: 5706827
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

Patrick King (CRD# 5706827) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 6 years of experience in the finance industry. Patrick King 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
Marcia M. Mayoue
CRD#: 1887472
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

Marcia Mayoue (CRD# 1887472) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 27 years of experience in the finance industry. Marcia Mayoue 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
Forrest I. Robertson
CRD#: 2237591
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

Forrest Robertson (CRD# 2237591) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 24 years of experience in the finance industry. Forrest Robertson 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
John P. Scott
CRD#: 4660015
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

John Scott (CRD# 4660015) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 13 years of experience in the finance industry. John Scott 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
Taylor N. Williams
CRD#: 3009861
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
96
Wealthminder
score

Taylor Williams (CRD# 3009861) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Taylor Williams 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
Lori L. Boykin
CRD#: 2784418
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
93
Wealthminder
score

Lori Boykin (CRD# 2784418) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

9
Mark A. Buffington
CRD#: 4419164
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
93
Wealthminder
score

Mark Buffington (CRD# 4419164) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

10
Karen L. Chermak
CRD#: 2624905
3575 Piedmont Rd, Bldg 15, Suite 730, Atlanta, GA 30305
93
Wealthminder
score

Karen Chermak (CRD# 2624905) is an Investment Advisor Representative working at Buckhead Investment Partners, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

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