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Edward Phillip Fleming

Fleming Wealth Management, LLC

Johns Creek, GA

CRD 4647201

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Employer firm

Fleming Wealth Management, LLC CRD 133557

$89.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVISORY CONSULTING

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

Current Employers
Fleming Wealth Management, Llc

11555 Medlock Bridge Road Suite 100, Johns Creek, GA 30097 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2004-12-09
  • GA RA
    APPROVED
    Since 2004-12-09

Branch Locations

11555 Medlock Bridge Road Suite 100, Johns Creek, GA 30097 • 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
Fleming Wealth Management Atlanta GA 10/2004 Present
  • 10/2004 → Present
    Fleming Wealth Management
    Atlanta, GA
Previous Registrations
  • 2003-03-24 → 2005-01-14
    Pricewaterhousecoopers Investment Advisers Llc
    Atlanta, GA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LOFTIN WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIDGE CAPITAL MANAGEMENT, LLC

Nearby Investors

JAMES D LOFTIN
DAVID AUSTIN HARVEY
CONNOR PATRICK WILKINS

Nearby Offices

LOFTIN WEALTH PARTNERS · JOHNS CREEK, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · John Creek, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johns Creek, GA

More in Johns Creek, GA

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