AdvisorOS Directory
Claim Profile
DF

David Mark Fletcher

SOUTHEAST ASSET ADVISORS, LLC·THOMASVILLE, Georgia
Unclaimed Profile
314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 4645681Firm CRD# 107588
01

About

David Mark Fletcher is a registered financial advisor based in THOMASVILLE, Georgia, affiliated with SOUTHEAST ASSET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHEAST ASSET ADVISORS, LLC
SOUTHEAST ASSET ADVISORS, LLC
AUM
$3.7B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SOUTHEAST ASSET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4645681
Firm CRD# 107588
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THOMASVILLE?

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

Browse THOMASVILLE AdvisorsAre you this advisor? Claim profile

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 David Mark Fletcher offer?
David Mark Fletcher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in THOMASVILLE, Georgia for a consultation.
What are David Mark Fletcher's credentials?
David Mark Fletcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Mark Fletcher located?
David Mark Fletcher is based in THOMASVILLE, Georgia, working with SOUTHEAST ASSET ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.
How does David Mark Fletcher charge for services?
David Mark Fletcher'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 SOUTHEAST ASSET ADVISORS, LLC?
SOUTHEAST ASSET ADVISORS, LLC has approximately 14 employees and manages $3.7B 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 →
Other advisors in THOMASVILLE
Carla Mercedes Roach — ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLCBernard Nmn Lanigan — SOUTHEAST ASSET ADVISORS, LLCCharles Bradford Jackson — SOUTHEAST ASSET ADVISORS, LLCFrank John Mercer — SOUTHEAST ASSET ADVISORS, LLCBrent Patrick Nicks — ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile