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James Robert Money

THE MONEY ADVISOR GROUP, LLC·COLUMBUS, Georgia
Clean recordTHE MONEY ADVISOR GROUP, LLC
2101 BROOKSTONE CENTRE PARKWAY, COLUMBUS, GA 31904CRD# 1950954Firm CRD# 226578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Robert Money · COLUMBUS, GA
Registration
CRD #1950954 · THE MONEY ADVISOR GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Robert Money is a registered financial advisor based in COLUMBUS, Georgia, affiliated with THE MONEY ADVISOR GROUP, 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
Introduction

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03

Firm Overview

Firm
THE MONEY ADVISOR GROUP, LLC
THE MONEY ADVISOR GROUP, LLC
AUM
$281M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE MONEY ADVISOR GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1950954
Firm CRD# 226578
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Money offer?
James Robert Money specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.
What are James Robert Money's credentials?
James Robert Money is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Money located?
James Robert Money is based in COLUMBUS, Georgia, working with THE MONEY ADVISOR GROUP, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does James Robert Money charge for services?
James Robert Money'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 THE MONEY ADVISOR GROUP, LLC?
THE MONEY ADVISOR GROUP, LLC has approximately 4 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE MONEY ADVISOR GROUP, LLC

Paul Timothy Money
COLUMBUS, GA

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Research
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