Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
20 years
Location
Thomasville, GA 31792
Valic Financial Advisors
Enterprise
Matthew Rawlins is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is a principal of a family farm operated as an LLC and serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Thomasville, GA North Madison Street
122 North Madison Street
Thomasville GA 31792
Advisors at this office
1
Alabama · Florida · Georgia · North Carolina · Pennsylvania · South Dakota
20 years of industry experience
Agia
2022 - Present • 4 years
Houston, TX
Valic Financial Advisors
2013 - Present • 13 years
Thomasville, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Thomasville, GA
Wiregrass Asset Management
Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.
Series 65
Thomasville, GA
MMHP Investment Advisors
John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.
Series 63, Series 65
Thomasville, GA
MMHP Investment Advisors
David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.
Series 63, Series 66, Series 65
Thomasville, GA
AMB Wealth, LLC
Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and associated entities for over a decade. Outside of her advisory role, Bartlett is a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer for a residential real estate brokerage. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and a Portfolio Management Committee.
Series 63, Series 65
Thomasville, GA
AMB Wealth, LLC
Miron Allen Jr. is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen, Mooney and Barnes Brokerage Services and Allen, Mooney and Barnes Investment Advisors for over 20 years. Outside of his advisory role, he serves as co-trustee of the Parker Poe Charitable Trust and is chairman of Southern Lodging, an operating company for a hotel. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis, sector and asset allocation, and individualized account management, with regular reviews aligned to client objectives and risk tolerance.
CFP®, Series 63, Series 65
Thomasville, GA
AMB Wealth, LLC
Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.
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