Surepath Financial Services, LLC

Surepath Financial Services, LLC (CRD# 289576) is a financial advisory firm headquartered in Woodstock, GA. They manage $27,671,227 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $178,524
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Surepath Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David L. Miller
CRD#: 2610660
5425 Peachtree Pkwy Nw, Suite 148, Peachtree Corners, GA 30092

David Miller (CRD# 2610660) is an Investment Advisor Representative working at Surepath Financial Services, LLC in Peachtree Corners, GA and has over 28 years of experience in the finance industry.

2
Kenneth A. O'leary
CRD#: 1352175
3380 Trickum Road, Building 100, Suite 100, Woodstock, GA 30188

Kenneth O'leary (CRD# 1352175) is an Investment Advisor Representative working at Surepath Financial Services, LLC in Woodstock, GA and has over 25 years of experience in the finance industry.

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