Unclaimed
Judith Eller Bridges is a financial advisor with over 25 years of experience in the financial services industry. Judith is registered with Truist Advisory Services, Inc. Judith has worked with firms such as Morgan Stanley Smith Barney, Charles Schwab & Co., Inc., and Truist Investment Services, Inc. in the past. Judith is also a Certified Financial Planner. Judith provides financial planning, portfolio management for individuals and businesses, and other advisory services to clients. Judith's primary focus is providing financial advice to individuals, high net worth individuals, corporations, and charitable organizations.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
10/17/2022 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
04/09/2010 - 01/03/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
08/19/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
10/08/1999 - 08/28/2006
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NY
03/21/1998 - 04/06/1999
MERCER ALLIED COMPANY, L.P. (COHOES NY)
MN
09/02/1994 - 02/10/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 11/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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