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Mona Galal Fahmy Kuhlman

Tandemgrowth Financial Advisors, LLC

Alpharetta, GA

CRD 3195400

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Employer firm

Tandemgrowth Financial Advisors, LLC CRD 125490

$297M regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Tandemgrowth Financial Advisors, Llc

3820 Mansell Road Suite T30, Alpharetta, GA 30022 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-05-14
  • GA RA
    APPROVED
    Since 2003-05-14

Branch Locations

3820 Mansell Road Suite T30, Alpharetta, GA 30022 • 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
Tandemgrowth Financial Advisors, Llc Alpharetta GA 03/2003 Present
Other Businesses

I AM RECEIVING RESIDUAL INCOME FROM COMMOMWEALTH ANNUITY AND LIFE INSURANCE COMPANY LOCATED AT 132 TURNPIKE ROAD, STE. 210 SOUTHBOROUGH, MA 01772. I STARTED WITH THE FIRM IN AUGUST, 1998 AND SPEND LESS THAN 1 HOUR PER MONTH ON THIS ACTIVITY, NONE OF THE TIME IS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-27
  • S66 Uniform Combined State Law Examination
    1999-05-27
Other Names
  • Mona Galal Fahmy

View on SEC IAPD

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