Advisor at Attainment Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Attainment Asset Management LLC
Location
Clayton, GA
Credentials
Series 63, Series 66
Industry experience
22 years
$0 - $250,000: 2.00% annually $250,000.01 - $500,000: 1.75% annually $500,000.01 - $750,000: 1.50% annually $750,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01+: 0.75% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance commissions
Account minimum: $25,000 Fee-only: $200 fixed fee for financial planning
Attainment Asset Management LLC
2021 - Present (5 years)
Ameritas Advisory Services
2021 - 2021 (1 year)
Ameritas Investment Company, LLC
2021 - 2021 (1 year)
OPPENHEIMER & Co. Inc.
2017 - 2021 (4 years)
Bb&T Investment Services, Inc.
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Highlands, NC
Edward Jones
Series 66
Clayton, GA
Edward Jones
Series 66
Clayton, GA
Edward Jones
Series 65
Highlands, NC
Michael S. Carrier & Associates, Inc.
Series 63, Series 66
Highlands, NC
Covenant Investment Solutions LLC
Series 65
Tiger, GA
Freedom Capital Advisors Inc
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