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Charles A

Series 65

Jefferson, GA

Cambridge Investment Research Advisors

Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation. He has one year of industry experience, previously working at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Michele P

CFP®, Series 66

Athens, GA

Edward Jones

Michele Pearson Tucker is a CFP®-certified financial advisor with Edward Jones in Athens, GA, where she has worked since 2014. She has 11 years of industry experience and holds the Series 66 designation. Outside of her advisory role, she is a partner in Phaze 1, LLC, an online directory and planning service for minority-owned businesses in the Athens area, and serves as Secretary/Treasurer of the Classic Center Cultural Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Dual Income Family
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