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).

By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $541,661
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

AL, GA, TN, TX

Financial Advisors at Greatmark Investment Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey G. Adams
CRD#: 2369218
6001 River Road, Suite 300, Columbus, GA 31904
96
Wealthminder
score

Jeffrey Adams (CRD# 2369218) 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. 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.

2
Richard B. Illges
CRD#: 2565806
6001 River Rd, Suite 300, Columbus, GA 31904
93
Wealthminder
score

Richard Illges (CRD# 2565806) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 21 years of experience in the finance industry.

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