Transition Planning & Guidance, LLC

Transition Planning & Guidance, LLC (CRD# 167866) is a financial advisory firm headquartered in Atlanta, GA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4780 Ashford Dunwoody Rd.,, Ste 540223, Atlanta, GA 30338
http://www.transitionpg.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Transition Planning & Guidance, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nivedita Persaud, financial advisor Sandy Springs GA
Nivedita '. Persaud
CRD#: 4518325
Sandy Springs, GA

Nivedita Persaud (CRD# 4518325) is an Investment Advisor Representative working at Transition Planning & Guidance, LLC in Sandy Springs, GA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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