Cahaba Wealth Management, Inc.
Cahaba Wealth Management, Inc. (CRD# 151675) is a financial advisory firm headquartered in Atlanta, GA. They manage $310,020,741 in 759 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management310MILLION
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Total Number of Accounts759ACCOUNTS
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Average Account Value$408,459
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, MS, SC, TN, TX
Charles Anglin (CRD# 5714502) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry. Charles Anglin 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.
Brian Oneill (CRD# 2840581) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry. Brian Oneill 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.
George Wideman (CRD# 2982747) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has over 18 years of experience in the finance industry. George Wideman 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.
Christopher Conkell (CRD# 6550214) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Conkell 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.
William Jackson (CRD# 2781981) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.
William Kennedy (CRD# 6591199) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.
Susan Copeland (CRD# 6222877) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has over 2 years of experience in the finance industry.