Best Investors Account Sign in
Inactive

Linda L Dash

The Mather Group, LLC

Atlanta, GA

Chicago, IL

Claim This Profile
Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-30
  • GA RA
    APPROVED
    Since 2024-01-30

Branch Locations

1180 Peachtree St Ne, Atlanta, GA 30309 • United States

353 N. Clark Street Suite 2775, Chicago, IL 60654 • 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
Usaa Financial Advisors, Inc. Atlanta GA 03/2014 05/2020
Usaa Financial Planning Services Atlanta GA 03/2014 05/2020
Usaa Investment Management Company Atlanta GA 01/2018 05/2020
Charles Schwab & Co., Inc. Sandy Springs GA 05/2020 11/2023
Charles Schwab Bank, Ssb Sandy Springs GA 05/2020 11/2023
The Mather Group, Llc Atlanta GA 11/2023 Present
  • 03/2014 → 05/2020
    Usaa Financial Advisors, Inc.
    Atlanta, GA
  • 03/2014 → 05/2020
    Usaa Financial Planning Services
    Atlanta, GA
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Atlanta, GA
  • 05/2020 → 11/2023
    Charles Schwab & Co., Inc.
    Sandy Springs, GA
  • 05/2020 → 11/2023
    Charles Schwab Bank, Ssb
    Sandy Springs, GA
  • 11/2023 → Present
    The Mather Group, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-23
S63 Uniform Securities Agent State Law Examination 2003-01-13
  • S65 Uniform Investment Adviser Law Examination
    2011-10-23
  • S63 Uniform Securities Agent State Law Examination
    2003-01-13
Designations
Other Names
  • Linda L Dash
  • Linda L Dash
  • Linda Lee Dash

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor