Smart Decisions Of Ga LLC
Smart Decisions Of Ga LLC (CRD# 143858) is a financial advisory firm headquartered in , . They manage $1,800,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$200,000
- 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
Cindy Phelan (CRD# 5325804) is an Investment Advisor Representative working at Smart Decisions Of Ga LLC in Atlanta, GA and has 1 year of experience in the finance industry. Cindy Phelan 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.