Best Investors Account Sign in
Inactive

Christopher David Conkell

Cahaba Wealth Management, Inc.

Atlanta, GA

Birmingham, AL

CRD 6550214

Claim This Profile
Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-09-10
AL RA APPROVED 2015-09-08
  • GA RA
    APPROVED
    Since 2015-09-10
  • AL RA
    APPROVED
    Since 2015-09-08

Branch Locations

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • 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
Cahaba Wealth Management Atlanta GA 06/2011 Present
  • 06/2011 → Present
    Cahaba Wealth Management
    Atlanta, GA
Other Businesses

10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner; Currently no time spent; Artist Clarity, Inc is Business Management. Including Payroll, Bill Pay, Invoice Management, Collections and Planning.

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor