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Samuel Jackson Carlyle

Investors Asset Management Of Georgia Inc

Atlanta, GA

CRD 826992

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Employer firm

Investors Asset Management Of Georgia Inc CRD 106796

$502M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Investors Asset Management Of Georgia Inc

7000 Peachtree Dunwoody Road Bldg 9 Suite 200, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-05-09
  • GA RA
    APPROVED
    Since 2003-05-09

Branch Locations

7000 Peachtree Dunwoody Rd., Bldg. 9, Suite 200, Atlanta, GA 30328 • 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
Investors Asset Mgt. Of Ga. Inc. Atlanta GA 04/1990 Present
  • 04/1990 → Present
    Investors Asset Mgt. Of Ga. Inc.
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-29
  • S63 Uniform Securities Agent State Law Examination
    1984-03-29

View on SEC IAPD

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PARIMAL H PATEL
CLAYTON SHAWN GIBSON
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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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