Greatmark Investment Partners, Inc.
Greatmark Investment Partners, Inc. (CRD# 105267) is a financial advisory firm headquartered in Columbus, GA. They manage $348,829,897 in 644 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management349MILLION
Total Number of Accounts644ACCOUNTS
Average Account Value$541,661
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, GA, TN, TX
Jeffrey Adams (CRD# 2369218) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 24 years of experience in the finance industry. Jeffrey Adams 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.
Richard Illges (CRD# 2565806) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 23 years of experience in the finance industry.