Best Investors Account Sign in
Inactive

Kelly Dowdy

Hc Advisors LLC

Sandy Springs, GA

CRD 6747420

Claim This Profile
Employer firm

Hc Advisors LLC CRD 165200

$500M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • GENERAL CONSULTING SERVICES

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

Current Employers
Hc Advisors Llc

750 Hammond Drive Building 1, Suite 200, Sandy Springs, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-02-10
  • GA RA
    APPROVED
    Since 2017-02-10

Branch Locations

750 Hammond Drive Building 1, Suite 200, Sandy Springs, 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
Hc Advisors Llc Sandy Springs GA 01/2017 Present
Henning, Dowdy & Jones, Llc Sandy Springs GA 09/2012 Present
  • 01/2017 → Present
    Sandy Springs, GA
  • 09/2012 → Present
    Henning, Dowdy & Jones, Llc
    Sandy Springs, GA
Other Businesses

Henning, Dowdy & Jones, LLC 750 Hammond Drive, Bldg. 1, Ste 200 Sandy Springs, Ga. 30328 CPA Firm Managing Partner Start date: 10/18/2004 Hours per month: 120 Client management/Tax practice (2)Happy Ours, LLC, 4194 Wisconsin Drive, Dunwoody, Ga 30338 Vacation Rental - of a Beach Condo purchase in July 2018 Investment Related: Yes - Rental Income Position/Title: Accounting for LLC Start Date:June 2018 Hours devoted to other business: less than 10 hours per month/0 hours during securities trading hours

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sandy Springs, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor