Financial Discovery

Financial Discovery (CRD# 125383) is a financial advisory firm headquartered in Atlanta, GA. They manage $61,006,893 in 230 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $265,247
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
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.

GA

Financial Advisors at Financial Discovery
Showing 1 - 3 of 3 top financial advisors.
1
Galina D. Courson
CRD#: 5922043
4403 Northside Parkway Ste 1104, Atlanta, GA 30327
90
Wealthminder
score

Galina Courson (CRD# 5922043) is an Investment Advisor Representative working at Financial Discovery in Atlanta, GA and has 1 year of experience in the finance industry. Galina Courson 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
John S. Huber
CRD#: 5770159
4403 Northside Parkway Ste 1104, Atlanta, GA 30327
90
Wealthminder
score

John Huber (CRD# 5770159) is an Investment Advisor Representative working at Financial Discovery in Atlanta, GA and has 1 year of experience in the finance industry. John Huber 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
Nicole L. Wright
CRD#: 6094950
4403 Northside Parkway Ste 1104, Atlanta, GA 30327
90
Wealthminder
score

Nicole Wright (CRD# 6094950) is an Investment Advisor Representative working at Financial Discovery in Atlanta, GA and has 1 year of experience in the finance industry. Nicole Wright 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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