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Troy Lynn Harmon

Due West Wealth Advisors LLC

Marietta, GA

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Current Employers
Due West Wealth Advisors Llc

37 Johnson Ferry Road, Marietta, GA 30068 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-16
  • GA RA
    APPROVED
    Since 2024-10-16

Branch Locations

37 Johnson Ferry Road, Marietta, GA 30068 • 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
Alps Distributors, Inc. Kennesaw GA 12/2016 05/2019
Henssler Financial Kennesaw GA 09/2013 08/2017
Henssler Financial Kennesaw GA 08/2017 08/2024
Due West Wealth Advisors Llc Marietta GA 09/2024 Present
Kennesaw State University Kennesaw GA 10/2024 Present
Asfip Foundation Atlanta GA 07/2023 Present
A&E Investment Properties, Inc. Marietta GA 07/2021 Present
  • 12/2016 → 05/2019
    Alps Distributors, Inc.
    Kennesaw, GA
  • 09/2013 → 08/2017
    Henssler Financial
    Kennesaw, GA
  • 08/2017 → 08/2024
    Henssler Financial
    Kennesaw, GA
  • 09/2024 → Present
    Marietta, GA
  • 10/2024 → Present
    Kennesaw State University
    Kennesaw, GA
  • 07/2023 → Present
    Asfip Foundation
    Atlanta, GA
  • 07/2021 → Present
    A&E Investment Properties, Inc.
    Marietta, GA
Other Businesses

1) Kennesaw State University; Not investment-related; Kennesaw, GA 30144; Public university; Adjunct professor; Work with students and teach courses; Approx. 10% of time during the month. 2) A&E Investment Properties, Inc.; Not investment-related; Marietta, GA 30066; Real-estate; Chief Executive Officer; Oversee business operations and collect rents from tenants; Less than 5% of time during the month. 3) ASFIP Foundation; Not investment-related; Financial education and community outreach; Treasurer; Administer and manage finances. Work with Chartered Financial Analysts to provide financial education to community; Less than 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-21
  • S66 Uniform Combined State Law Examination
    2017-01-21
Designations

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