Athens, GA Office

Team
Updated today

Client AUM

$0

Clients

955,800

Advisors

2

Of 6,774 advisors across 756 offices

Location

Athens GA

Advisors at this office

2

Advisors at this office

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Asa A

Series 65, Series 63

Athens, GA

Charles Schwab

Asa Alliston Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He has held roles at Trademark Capital Management, Inc. and Lincoln Financial Advisors prior to joining Schwab in 2017. He holds Series 65 and Series 63 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Timothy M

Series 65, Series 63

Athens, GA

Charles Schwab

Timothy Mc Cabe is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Schwab since 2017. Prior to Schwab, he was with Stadion Money Management, Inc. for 13 years and had a brief tenure at Riskalyze, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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