Cma Financial Services

Cma Financial Services (CRD# 283847) is a financial advisory firm headquartered in Atlanta, GA. They manage $13,780,106 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1 Dunwoody Park, S, Suite 105, Atlanta, GA 30338

http://www.cmawizards.com

By the Numbers

Total Assets Under Management

14

MILLION
Total Number of Accounts

147

ACCOUNTS
Average Account Value

$93,742

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Cma Financial Services

Showing 1 - 2 of 2 top financial advisors.

Christopher O. Morris

CRD#: 4246536

1 Dunwoody Park, Suite 105, Atlanta, GA 30338

Christopher Morris (CRD# 4246536) is an Investment Advisor Representative working at Cma Financial Services in Atlanta, GA and has over 23 years of experience in the finance industry.

Jessica J. Morris

CRD#: 5452116

1 Dunwoody Park, S, Suite 105, Atlanta, GA 30338

Jessica Morris (CRD# 5452116) is an Investment Advisor Representative working at Cma Financial Services in Atlanta, GA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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