Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Douglas Estes is an investment advisor representative at Banyan Capital Management, Inc. Drew has been in the industry since 2015. Drew holds a Series 65 license and is registered with the state regulators of Georgia, Louisiana, and Texas. Drew has experience working with corporations, individuals, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
06/29/2018 - Present
Banyan Capital Management, Inc. (ATLANTA GA)
IA
Issued 09/02/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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