Unclaimed Profile

John Lee Small

SOUTHEASTERN ADVISORY SERVICES INC·ATLANTA, Georgia

Clean recordSOUTHEASTERN ADVISORY SERVICES INC

3495 PIEDMONT ROAD, NE, ATLANTA, GA 30305CRD# 2083245Firm CRD# 109817

Profile Verification

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

Identity

John Lee Small · ATLANTA, GA

Registration

CRD #2083245 · SOUTHEASTERN ADVISORY SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Lee Small is a registered financial advisor based in ATLANTA, Georgia, affiliated with SOUTHEASTERN ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SOUTHEASTERN ADVISORY SERVICES INC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOUTHEASTERN ADVISORY SERVICES INC →

Services

Publication of periodicals/newsletters

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2083245

Firm CRD# 109817

View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Lee Small offer?

John Lee Small is a registered financial advisor in ATLANTA, Georgia. Contact their office for details on services offered.

What are John Lee Small's credentials?

John Lee Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Lee Small located?

John Lee Small is based in ATLANTA, Georgia, working with SOUTHEASTERN ADVISORY SERVICES INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does John Lee Small charge for services?

John Lee Small's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHEASTERN ADVISORY SERVICES INC?

SOUTHEASTERN ADVISORY SERVICES INC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →