SEC CRD #801-123172
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ... We offer a complete range of financial services for the high net worth investor located in and around Savannah, GA. We specialize in helping clients develop ... The firm has 2 employees and manages assets totaling $128.1 million. The firm serves high-net-worth clients and offers financial planning services as well as ...
BRETT B JOSEY
MANAGER/OWNER
📞 (318) 469-2830
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AUM
$143M
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