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Elbert Charles Mcwilliams

Mcwilliams Financial Advisory Group LLC

Atlanta, GA

CRD 1028330

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Employer firm

Mcwilliams Financial Advisory Group LLC CRD 143219

6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Educational seminars

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

Current Employers
Mcwilliams Financial Advisory Group Llc

Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2007-05-08
  • GA RA
    APPROVED
    Since 2007-05-08

Branch Locations

Five Concourse Parkway Suite 3000, 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
Mcwilliams Financial Advisory Group, Llc Atlanta GA 01/2007 Present
Previous Registrations
  • 2005-01-10 → 2006-10-13
    Advantage Capital Corporation
    Atlanta, GA
  • 2003-04-09 → 2005-01-03
    National Planning Corporation
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-04
  • S63 Uniform Securities Agent State Law Examination
    1983-08-04
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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