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Christopher Robert Mccall

Journey Beyond Wealth

Kennesaw, GA

CRD 4709839

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Employer firm

Journey Beyond Wealth CRD 290367

$250M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Journey Beyond Wealth

300 Colonial Center Parkway Suite 100, Roswell, GA 30076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-02
GA RA APPROVED 2019-05-02
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • GA RA
    APPROVED
    Since 2019-05-02

Branch Locations

125 Townpark Drive Nw Suite 300, Kennesaw, GA 30144 • 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
Diversified Trust Company Atlanta GA 11/2009 04/2019
Avera Wealth Advisors, Llc Kennesaw GA 04/2019 12/2020
Avera Wealth Advisors, Llc Kennesaw GA 12/2020 12/2024
Journey Beyond Wealth, Llc Roswell GA 01/2025 Present
  • 11/2009 → 04/2019
    Diversified Trust Company
    Atlanta, GA
  • 04/2019 → 12/2020
    Avera Wealth Advisors, Llc
    Kennesaw, GA
  • 12/2020 → 12/2024
    Avera Wealth Advisors, Llc
    Kennesaw, GA
  • 01/2025 → Present
    Journey Beyond Wealth, Llc
    Roswell, GA
Previous Registrations
  • 2007-05-15 → 2009-11-25
    Convergent Wealth Advisors, Llc
    Atlanta, GA
  • 2004-06-07 → 2007-05-21
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-05
  • S65 Uniform Investment Adviser Law Examination
    2004-06-05
Designations
  • Certified Financial Planner
Other Names
  • Christopher R Mccall

View on SEC IAPD

Nearby Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC

Nearby Investors

Michael Jay Sesan
Tyler Sesan
Kevon Lloyd Bartee

Nearby Offices

EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA

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