Unclaimed Profile

Phillip David Lorren

EQUITY INVESTMENT CORPORATION·ATLANTA, Georgia

Clean recordEQUITY INVESTMENT CORPORATION

1776 PEACHTREE STREET NW, ATLANTA, GA 30309CRD# 7544991Firm CRD# 283930

Profile Verification

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

Identity

Phillip David Lorren · ATLANTA, GA

Registration

CRD #7544991 · EQUITY INVESTMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Phillip David Lorren is a registered financial advisor based in ATLANTA, Georgia, affiliated with EQUITY INVESTMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Phillip

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

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

Firm Overview

Firm

EQUITY INVESTMENT CORPORATION

EQUITY INVESTMENT CORP

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUITY INVESTMENT CORPORATION →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7544991

Firm CRD# 283930

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 Phillip David Lorren offer?

Phillip David Lorren specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Phillip David Lorren's credentials?

Phillip David Lorren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip David Lorren located?

Phillip David Lorren is based in ATLANTA, Georgia, working with EQUITY INVESTMENT CORPORATION. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Phillip David Lorren charge for services?

Phillip David Lorren's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY INVESTMENT CORPORATION?

EQUITY INVESTMENT CORPORATION has approximately 25 employees and manages $2.7B in regulatory assets under management. 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 →