Unclaimed Profile

Clifford Weldon Draughn

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Series 5, Series 7, Series 31, Series 63, Series 6523 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 1042780Firm CRD# 147729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clifford Weldon Draughn · ATLANTA, GA

Registration

CRD #1042780 · BT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Jul 2022 – present

BT WEALTH MANAGEMENT, LLC

Jul 2015 – Jul 2022

SAVANNAH, GA

EXCELSIA, INC.

Apr 2003 – Jul 2015

SAVANNAH, GA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 9, 2003

Years registered · 23

Disclosure History

2001Customer Dispute·Denied

1992Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Clifford Weldon Draughn offer?

Clifford Weldon Draughn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Clifford Weldon Draughn's credentials?

Clifford Weldon Draughn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clifford Weldon Draughn located?

Clifford Weldon Draughn is based in ATLANTA, Georgia, working with BT WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Clifford Weldon Draughn charge for services?

Clifford Weldon Draughn's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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