Register Financial, headquartered in Atlanta, Georgia, was founded in 1992 as an independent firm. We provide an environment rich with experienced investment professionals, equipped with the financial strategies designed to help you achieve your goals. We are a full-service firm with a distinctive client-centered culture.
Edelman Financial Engines' money management program provides clients access to the same investments and strategies used by pension funds, endowments, and institutional investors. I have been affiliated with Edelman Financial Engines since 2008 and offer their investment management program to clients, with TD Ameritrade serving as custodian.
Wells Fargo Investment Institute, Inc. offers portfolio management services and First Clearing maintains custodianship of clients' investment assets. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non- bank affiliate of Wells Fargo & Company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO THE ACCURACY AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE SECURITY, COMPANY, OR INDUSTRY INVOLVED. THIS WEBSITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE INVESTMENT ADVICE, NOR SHOULD IT BE CONSIDERED A RECOMMENDATION TO PURCHASE OR SELL ANY PARTICULAR SECURITY OR IMPLEMENT ANY PARTICULAR INVESTMENT STRATEGY. WE RESERVE THE RIGHT TO MODIFY OUR CURRENT INVESTMENT STRATEGIES AND TECHNIQUES BASED ON CHANGING MARKET DYNAMICS OR CLIENT NEEDS. IT SHOULD NOT BE ASSUMED THAT ANY OF THE SECURITIES TRANSACTIONS, HOLDINGS OR SECTORS DISCUSSED WERE OR WILL PROVE TO BE PROFITABLE, OR THAT THE INVESTMENT RECOMMENDATIONS OR DECISIONS WE MAKE IN THE FUTURE WILL BE PROFITABLE. INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. THE STRATEGIES DISCUSSED HEREIN MAY NOT BE SUITABLE FOR ALL INVESTORS AND YOU ARE URGED TO DISCUSS THE SPECIFIC RISKS WITH YOUR ADVISER PRIOR TO INVESTING.
PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN ANY PERFORMANCE QUOTED. THE VALUE OF INVESTMENTS AND THE INCOME DERIVED FROM THEM MAY GO DOWN AS WELL AS UP AND ARE NOT GUARANTEED. YOU MAY NOT GET BACK THE AMOUNT YOU ORIGINALLY INVESTED.
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ADDITIONAL INFORMATION ABOUT THE RISKS CAN BE FOUND IN FORM ADV PART 2, WHICH IS AVAILABLE FREE OF CHARGE UPON REQUEST.