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Gregory Ralph Waters

Investors Asset Management OF Georgia Inc.

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About Gregory Ralph Waters

Gregory Waters is a financial advisor with Investors Asset Management of Georgia Inc. Gregory has been in the financial industry since 1987 and holds the Series 7 and Series 63 licenses. Gregory is registered with the state of Georgia and Texas. He is a registered investment advisor representative and is a member of the firm's financial planning team. Gregory's prior employment history includes working for Cambridge Investment Research, Inc., Allen C. Ewing & Co., Capital Research Corporation, Buckhead Financial Corporation, Walnut Street Securities, Inc., IFG Network Securities, Inc., Investors Asset Management, Inc., and American Express Financial Advisors Inc. Gregory specializes in retirement planning, college savings, and estate planning. He has experience working with high-net-worth individuals and other investors. Gregory can help you with your financial needs, including asset management, financial planning, and portfolio management.

Firm Information

Gregory Waters is currently registered with Investors Asset Management OF Georgia Inc.. Investors Asset Management OF Georgia Inc. is a registered investment advisor based in Atlanta, Georgia, with approximately $354,235,431 in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, and 401(k)/403(b)/457 and other managed accounts.
Investors Asset Management OF Georgia Inc.

7000 PEACHTREE DUNWOODY ROAD

ATLANTA, GA 30328

$354.24M

Assets Under Management

2

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gregory Waters’s Registration & Firm History

GA

03/30/2011 - Present

Investors Asset Management OF Georgia Inc. (Braselton GA)

NC

12/10/2001 - 12/31/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (SOUTHERN SHORES NC)

FL

01/01/2000 - 12/12/2001

ALLEN C. EWING & CO. (JACKSONVILLE FL)

FL

11/18/1997 - 01/01/2000

CAPITAL RESEARCH CORPORATION (JACKSONVILLE FL)

NA

06/07/1996 - 12/11/1996

BUCKHEAD FINANCIAL CORPORATION

CA

03/15/1991 - 06/18/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

GA

10/29/1990 - 03/18/1991

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

01/12/1990 - 11/13/1990

INVESTORS ASSET MANAGEMENT, INC.

MN

04/21/1987 - 12/15/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/02/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Ralph Waters.
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