Best Investors Account Sign in
Inactive

John Marc Albertson

Patton Albertson Miller Group, LLC

Macon, GA

CRD 4286283

Claim This Profile
Employer firm

Patton Albertson Miller Group, LLC CRD 281558

$1.68B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Patton Albertson Miller Group, Llc

605 Chestnut Street Suite 900, Chattanooga, TN 37450 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-01-10
  • GA RA
    APPROVED
    Since 2018-01-10

Branch Locations

231 Riverside Dr Suite 105, Macon, GA 31201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patton Albertson Miller Group, Llc Macon GA 10/2015 Present
Previous Registrations
  • 2015-12-04 → 2017-12-31
    Patton Albertson Miller Group, Llc
    Macon, GA
  • 2010-08-25 → 2015-11-30
    Patton Albertson & Miller Llc
    Macon, GA
    Macon, GA
  • 2002-07-09 → 2003-04-10
    Truist Investment Services, Inc.
    Macon, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-08
  • S66 Uniform Combined State Law Examination
    2000-11-08
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CHRISTY CAPITAL MANAGEMENT, INC.
BICKLEY INVESTMENTS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDON SCOTT CHRISTY
Michelle Dykes
Samuel Joseph Gaston

Nearby Offices

CHRISTY CAPITAL MANAGEMENT, INC. · MACON, GA
BICKLEY INVESTMENTS, LLC · MACON, GA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MACON, GA

More in Macon, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor