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).

By the Numbers
  • Total Assets Under Management
    6,144
    MILLION
  • Total Number of Accounts
    7,954
    ACCOUNTS
  • Average Account Value
    $772,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, 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

Financial Advisors at Signaturefd, LLC
Showing 21 - 30 of 32 top financial advisors.
21
Clara C. Parris
CRD#: 5567666
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Clara Parris (CRD# 5567666) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Clara Parris 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.

22
Tyler D. Reams
CRD#: 5463007
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Tyler Reams (CRD# 5463007) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Tyler Reams 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.

23
Heather A. Robertson Fortner
CRD#: 5123016
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Heather Robertson Fortner (CRD# 5123016) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

24
Victoria K. Shackley
CRD#: 4262535
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Victoria Shackley (CRD# 4262535) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Victoria Shackley 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.

25
Stephen T. Sheets
CRD#: 4857849
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Stephen Sheets (CRD# 4857849) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

26
James C. Sturgis
CRD#: 5333171
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

James Sturgis (CRD# 5333171) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 15 years of experience in the finance industry. James Sturgis 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.

27
James E. Tally
CRD#: 4250033
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

James Tally (CRD# 4250033) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 22 years of experience in the finance industry. James Tally 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.

28
John D. Thacker
CRD#: 5539324
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

John Thacker (CRD# 5539324) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 14 years of experience in the finance industry. John Thacker 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.

29
Anthony W. Welch
CRD#: 6028631
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Anthony Welch (CRD# 6028631) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Anthony Welch 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.

30
Blake M. Williams
CRD#: 5544384
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Blake Williams (CRD# 5544384) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Blake Williams 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.

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