Proactive Wealth Strategies, LLC
Proactive Wealth Strategies, LLC (CRD# 318872) is a financial advisory firm headquartered in Marietta, GA. They manage $223,994,923 in 872 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management224MILLION
-
Total Number of Accounts872ACCOUNTS
-
Average Account Value$256,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, MD, NC, TN, TX
Cynthia Derso (CRD# 4146436) is an Investment Advisor Representative working at Proactive Wealth Strategies, LLC in Marietta, GA and has over 23 years of experience in the finance industry.
Akbar Kassam (CRD# 4389327) is an Investment Advisor Representative working at Proactive Wealth Strategies, LLC in Marietta, GA and has over 22 years of experience in the finance industry.
Craig Seligman (CRD# 2515820) is an Investment Advisor Representative working at Proactive Wealth Strategies, LLC in Marietta, GA and has over 29 years of experience in the finance industry.