Best Investors Account Sign in
Inactive

James Chancelor Beck

Griffith & Werner, Inc.

Canton, GA

CRD 7859638

Claim This Profile
Employer firm

Griffith & Werner, Inc. CRD 136380

$219M regulatory AUM 10 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
Griffith & Werner, Inc.

111 Mountain Brook Drive Suite 208, Canton, GA 30115 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-03
  • GA RA
    APPROVED
    Since 2024-06-03

Branch Locations

111 Mountain Brook Drive Suite 208, Canton, GA 30115 • 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 Home Depot Ssc Atlanta GA 07/2016 12/2023
Griffith & Werner, Inc. Canton GA 01/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-10
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S63 Uniform Securities Agent State Law Examination
    2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Nearby Investors

Kellee Turcotte Lee
Lester Allen Bourne
Michael Harper

Nearby Offices

EDWARD JONES · Canton, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Canton, GA
LPL FINANCIAL LLC · CANTON, GA

More in Canton, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor