Donald Lee Crider

Employer firm

Georgia Wealth Partners, LLC CRD 314602

$157M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 07/2021
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 04/2021 → Present
  Georgia Wealth Partners, Llc
  Griffin, GA

Previous Registrations

• 2010-07-29 → 2021-07-15
  The Strategic Financial Alliance, Inc.
  Gainesville, GA
  Griffin, GA
• 2007-08-08 → 2010-07-16
  Oneamerica Securities, Inc.
  Peachtree Corners, GA

Other Businesses

1) Flint River Council, BSA, Manage Endowment Foundation, Investment Related, 1361 Zebulon Rd. Griffin, GA 30224, board member, 3/26/2020, Hours per month devoted 6, Hours per month devoted during securities trading 5, Investment management 2) Fixed insurance, investment related, Griffin, GA, Fixed insurance sales, Agent, 05.11.2006, fixed insurance sales. 3) GWP Insurance Services, Investment Related, Griffin, GA, Fixed insurance sales, Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-12
• S63 Uniform Securities Agent State Law Examination
  2006-08-29

Other Names

• Don Crider