Bison Wealth, LLC
Bison Wealth, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $576,082,972 in 1,937 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management576MILLION
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Total Number of Accounts1,937ACCOUNTS
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Average Account Value$297,410
- A percentage of assets under your management
- 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)
AL, CA, CT, FL, GA, IL, LA, MA, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Amos Beason (CRD# 1108655) is an Investment Advisor Representative working at Bison Wealth, LLC in Lagrange, GA and has over 23 years of experience in the finance industry.
Kyle Crawford (CRD# 4565459) is an Investment Advisor Representative working at Bison Wealth, LLC in Lagrange, GA and has over 19 years of experience in the finance industry. Kyle Crawford 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.
James Funk (CRD# 4140260) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 22 years of experience in the finance industry. James Funk 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.
William Grasty (CRD# 3090316) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Michelle Mangum (CRD# 1586526) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 35 years of experience in the finance industry.
Charles Rice (CRD# 1530828) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
Richard Sampley (CRD# 409802) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 42 years of experience in the finance industry. Richard Sampley 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.
Ronald Savarese (CRD# 1136277) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 39 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 25 years of experience in the finance industry. Dean St. Marie 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.
Joe Tracy (CRD# 2302139) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.