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Carla Dawn Bush

BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT·VALDOSTA, Georgia
Clean recordBUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT
2918 N. OAK ST., STE. B, VALDOSTA, GA 31602CRD# 6603302Firm CRD# 304262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carla Dawn Bush · VALDOSTA, GA
Registration
CRD #6603302 · BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carla Dawn Bush is a registered financial advisor based in VALDOSTA, Georgia, affiliated with BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BUSH INVESTMENT GROUP, LLC
BUSH WEALTH MANAGEMENT
AUM
$180M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BUSH INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6603302
Firm CRD# 304262
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carla Dawn Bush offer?
Carla Dawn Bush specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALDOSTA, Georgia for a consultation.
What are Carla Dawn Bush's credentials?
Carla Dawn Bush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carla Dawn Bush located?
Carla Dawn Bush is based in VALDOSTA, Georgia, working with BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT. Their office serves clients in the VALDOSTA metropolitan area and surrounding communities.
How does Carla Dawn Bush charge for services?
Carla Dawn Bush'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 BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT?
BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT has approximately 10 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BUSH INVESTMENT GROUP, LLC DBA BUSH WEALTH MANAGEMENT

Stacy Bryant Bush
VALDOSTA, GA
Courtney Bonner Gooding
VALDOSTA, GA
Stanley Kent Patrick
VALDOSTA, GA

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Research
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