Your Retirement Coach

Your Retirement Coach (CRD# 125573) is a financial advisory firm headquartered in Marietta, GA. They manage $324,040,516 in 1,549 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
61 Atlanta Street Se, Marietta, GA 30060
http://www.yourretirementcoach.com
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    1,549
    ACCOUNTS
  • Average Account Value
    $209,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, SC, TX

Financial Advisors at Your Retirement Coach
Showing 1 - 6 of 6 top financial advisors.
1
Roxane Dimon, financial advisor Marietta GA
Roxane S. Dimon
CRD#: 1192124
61 Atlanta Street Se, Marietta, GA 30060

Roxane Dimon (CRD# 1192124) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has over 21 years of experience in the finance industry.

2
Theodore Sanders, financial advisor Marietta GA
Theodore E. Sanders
CRD#: 1423225
61 Atlanta Street Se, Marietta, GA 30060

Theodore Sanders (CRD# 1423225) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has over 38 years of experience in the finance industry.

3
Nicholas Yeomans, financial advisor Marietta GA
Nicholas B. Yeomans
CRD#: 4541379
61 Atlanta Street Se, Marietta, GA 30060

Nicholas Yeomans (CRD# 4541379) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has over 20 years of experience in the finance industry.

4
Randall Yeomans, financial advisor Marietta GA
Randall J. Yeomans
CRD#: 1194512
61 Atlanta Street Se, Marietta, GA 30060

Randall Yeomans (CRD# 1194512) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has over 40 years of experience in the finance industry.

5
Aaron Calhoun, financial advisor Marietta GA
Aaron M. Calhoun
CRD#: 7291088
61 Atlanta Street Se, Marietta, GA 30060

Aaron Calhoun (CRD# 7291088) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has 1 year of experience in the finance industry.

6
Layla Vanderslice, financial advisor Marietta GA
Layla R. Vanderslice
CRD#: 7885616
61 Atlanta Street Se, Marietta, GA 30060

Layla Vanderslice (CRD# 7885616) is an Investment Advisor Representative working at Your Retirement Coach in Marietta, GA and has 1 year 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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