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Lorraine M Eason

Alder Financial Group Inc

Atlanta, GA

CRD 7804301

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Employer firm

Alder Financial Group Inc CRD 108837

$224M regulatory AUM 68 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Alder Financial Group Inc

300 Galleria Pkwy Suite 600, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-18
AL RA APPROVED 2023-09-03
  • GA RA
    APPROVED
    Since 2023-09-18
  • AL RA
    APPROVED
    Since 2023-09-03

Branch Locations

300 Galleria Pkwy Suite 600, Atlanta, GA 30339 • 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
The Alder Financial Group, Inc. Atlanta GA 08/2006 Present
  • 08/2006 → Present
    The Alder Financial Group, Inc.
    Atlanta, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
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Nearby Offices

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

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