user avatar

Dally Hubbard East

Advisor at Executive Money Managers, Inc. — Social Circle, GA

Updated today

Credentials

Series 65

Experience

9 years

Location

Social Circle, GA 30025-2850

Executive Money Managers, Inc. logo

Executive Money Managers, Inc.

Supported

Total advisors

4

Across 2 offices

Clients per advisor

63 High

Avg AUM per client

$414,015 Low

HNW client ratio

9% Low

About

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Client services

Based on Executive Money Managers, Inc.

Portfolio management Consulting

Expertise

Based on Executive Money Managers, Inc.

Active portfolio management Options & derivatives strategies

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $250,000: 1.00% $250,001+: 0.50%

Project-based

$250 per hour, negotiable depending on client circumstances

Other

Account minimum: $50,000

Location

See office

Social Circle, GA

236 A North Cherokee Road, Unit A

Social Circle GA 30025-2850

Advisors at this office

3

Most active in

Georgia

Work history

9 years of industry experience

Executive Money Managers, Inc.

2016 - Present • 10 years

Social Circle, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

J D

Series 63, Series 65

Covington, GA

Butler-Davis Financial Group, LLC

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Retirement plans for business owners (SEP, solo 401k) General tax planning Wealth management
user avatar

Michael L

ChFC®

Covington, GA

Michael W. Lassiter CLU ChFC Inc.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc., an independent advisory firm based in Covington, GA. He holds the ChFC® designation and has 19 years of industry experience, including prior work with Ameritas Investment Company, LLC. Lassiter is also a licensed insurance agent, active in the sale of fixed insurance products. His firm provides financial planning and advisory services to individuals, high-net-worth clients, and business entities by recommending unaffiliated third-party investment advisers. Rather than managing assets directly, the firm focuses on developing individualized plans and overseeing third-party portfolio managers through co-adviser arrangements.

General retirement planning Income planning Life insurance needs analysis Long-term care insurance Disability insurance
user avatar

Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Active portfolio management Options & derivatives strategies
user avatar

Margaret H

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.

Active portfolio management Options & derivatives strategies
user avatar

Ralph L

CFP®, Series 63

Madison, GA

Longview Wealth Management

Ralph Lancaster Jr. is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with Longview Wealth Management and M. S. Howells & Co. His work history includes roles at Cambridge Investment Research Inc. Ralph also serves as an independent insurance agent. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individual, pension, profit-sharing, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)