Signaturefd, LLC
Signaturefd, LLC (CRD# 112758) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,143,956,425 in 7,954 accounts and serve the financial needs of clients across 30 states (or territories).
-
Total Assets Under Management6,144MILLION
-
Total Number of Accounts7,954ACCOUNTS
-
Average Account Value$772,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Matthew Barber (CRD# 6375315) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Matthew Barber 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.
Philip Beatty (CRD# 4278751) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Philip Beatty 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.
Isabel Berbert (CRD# 5191443) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Robert Besson (CRD# 4646237) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Evan Carter (CRD# 6474268) is an Investment Advisor Representative working at ACG Wealth in Atlanta, GA and has 4 years of experience in the finance industry. Evan Carter 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Russell Cearley (CRD# 5131318) is an Investment Advisor Representative working at Signaturefd, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
Cameron Craig (CRD# 6028046) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Cameron Craig 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.
Blair Cunningham (CRD# 2407612) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 28 years of experience in the finance industry. Blair Cunningham 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.
Elizabeth Dipaolo (CRD# 6027666) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Elizabeth Dipaolo 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.
Daniel Dubay (CRD# 1876135) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 33 years of experience in the finance industry. Daniel Dubay 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.