Atlanta, GA 3384 Peachtree Rd. NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$45,775,094,711
ClientsTotal clients
52,263
AdvisorsAdvisors at this office
2
Of 648 advisors across 218 offices
Location
3384 Peachtree Rd. NE Ste 260
Atlanta GA 30326
Advisors at this office
2
Advisors at this office
Douglas F
CFP®, Series 63, Series 65
Atlanta, GA
CWM, LLC
Douglas Fluke is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC in Atlanta, GA. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LLC, DSF Wealth Management, LLC, and LPL Financial, LLC. Outside of advisory services, he serves on the board of YMCA Camp High Harbor, where he assists with fundraising events. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers a range of portfolio management and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.
Sarah T
Series 65
Atlanta, GA
CWM, LLC
Sarah Taylor is a financial advisor with CWM, LLC in Atlanta, GA, holding a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and DSF Wealth Management, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, supported by various third-party resources and customization tools.
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