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Fred Edwin Gifford

Equity Investment Corp.

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About Fred Edwin Gifford

Fred Edwin Gifford is a financial advisor with over 30 years of experience in the industry. Fred is currently registered with Equity Investment Corp. in Georgia and Texas as an investment advisor representative. Fred has a wide range of experience, having worked for several firms including Foreside Fund Services, LLC, Levco Securities, Inc., and Calamos Financial Services, Inc. Fred specializes in portfolio management for individuals, businesses, and investment companies. Fred is also registered with the state of Georgia as an investment advisor representative.

Firm Information

Fred Gifford is currently registered with Equity Investment Corp.. Equity Investment Corp. is an investment advisor registered with the SEC. The firm, headquartered in Atlanta, GA, manages approximately $2.65 billion in assets for various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. They offer portfolio management services for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Equity Investment Corp.

1776 PEACHTREE STREET NW

ATLANTA, GA 30309

$2.65B

Assets Under Management

10

Total Clients

14

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fred Gifford’s Registration & Firm History

GA

10/03/2016 - Present

Equity Investment Corp. (ATLANTA GA)

WI

10/20/2003 - 02/11/2011

FORESIDE FUND SERVICES, LLC (MILWAUKEE WI)

NY

05/09/2002 - 06/05/2002

LEVCO SECURITIES, INC. (NEW YORK NY)

IL

01/15/1992 - 07/25/2000

CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)

IL

12/06/1991 - 01/08/1992

NIKE SECURITIES L.P. (WHEATON IL)

IL

11/03/1988 - 10/01/1991

CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)

IL

10/04/1982 - 02/27/1988

CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fred Edwin Gifford.
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