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Robert Turner Catledge

Cmc Financial Group, LLC

Atlanta, GA

CRD 6877821

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Employer firm

Cmc Financial Group, LLC CRD 292413

$119M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cmc Financial Group, Llc

7000 Central Parkway Suite 225, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-09-18
  • GA RA
    APPROVED
    Since 2020-09-18

Branch Locations

7000 Central Parkway Suite 225, 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
Cmc Financial Group, Llc Atlanta GA 05/2017 Present
N/A Cumming GA 01/2015 04/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-10
Other Names
  • Turner Catledge
  • Robert Catledge

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

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

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