Claim Profile
WM

Warren Craig Mashburn

STARR-MATHEWS FINANCIAL, LLC·CALHOUN, Georgia
Unclaimed Profile
215 NORTH PIEDMONT STREET, CALHOUN, GA 30701CRD# 3255906Firm CRD# 166199
01

About

Warren Craig Mashburn is a registered financial advisor based in CALHOUN, Georgia, affiliated with STARR-MATHEWS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STARR-MATHEWS FINANCIAL, LLC
STARR-MATHEWS FINANCIAL, LLC
AUM
$127M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3255906
Firm CRD# 166199
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CALHOUN?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Warren Craig Mashburn offer?
Warren Craig Mashburn specializes in Financial Planning, Investment Management. Contact their office in CALHOUN, Georgia for a consultation.
What are Warren Craig Mashburn's credentials?
Warren Craig Mashburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Warren Craig Mashburn located?
Warren Craig Mashburn is based in CALHOUN, Georgia, working with STARR-MATHEWS FINANCIAL, LLC. Their office serves clients in the CALHOUN metropolitan area and surrounding communities.
How does Warren Craig Mashburn charge for services?
Warren Craig Mashburn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STARR-MATHEWS FINANCIAL, LLC?
STARR-MATHEWS FINANCIAL, LLC has approximately 6 employees and manages $127M 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 →
Browse by specialty