Unclaimed Profile

David Mark Fletcher

SOUTHEAST ASSET ADVISORS, LLC·THOMASVILLE, Georgia

Clean record23 years registeredSOUTHEAST ASSET ADVISORS, LLC

314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 4645681Firm CRD# 107588

Profile Verification

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

Identity

David Mark Fletcher · THOMASVILLE, GA

Registration

CRD #4645681 · SOUTHEAST ASSET ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SOUTHEAST ASSET ADVISORS, LLC

May 2003 – present

Registrations & Exams

Registration record

First registered · May 29, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHEAST ASSET ADVISORS, LLC

CRD 107588 · SEC 801-42952

AUM

$3.7B

Regulatory assets under management

Employees

1,345 client accounts

Services offered by SOUTHEAST ASSET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SOUTHEAST ASSET ADVISORS, LLC →

Introduction

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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.

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