Clearbridge Wealth Management, Inc.
Clearbridge Wealth Management, Inc. (CRD# 169169) is a financial advisory firm headquartered in Atlanta, GA. They manage $142,225,176 in 215 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management142MILLION
Total Number of Accounts215ACCOUNTS
Average Account Value$661,512
- 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
- Selection of other advisers (including private fund managers)
FL, GA, NC, PA, SC, TN, TX
James Byers (CRD# 4497640) is an Investment Advisor Representative working at Clearbridge Wealth Management, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry. James Byers 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.