Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Thomas Waterson is an investment advisor representative at Homrich Berg, a registered investment advisor firm based in Atlanta, Georgia. Frank has been in the industry since 1998 and is a Certified Financial Planner. He is registered with the state of Georgia as a registered investment advisor representative, and with the state of Texas as a registered investment advisor representative. Frank has previously held positions with Mercer Allied Company, L.P. and Dean Witter Reynolds Inc. Frank specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. He is also experienced with working with pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
11/05/2021 - Present
Homrich Berg (ATLANTA GA)
NY
07/20/1999 - 07/20/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
09/11/1998 - 02/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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