Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Patrick Gildea is a Certified Financial Planner and is a registered Investment Advisor Representative in the state of Georgia with Homrich Berg. Kory Gildea is based in Atlanta, Georgia and joined the firm in July 2019. Kory Gildea provides a range of advisory services including financial planning, selection of other advisors, portfolio management for individuals, businesses and investment companies, portfolio management for pooled investment vehicles and other services.
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.
1
2
GA
09/20/2022 - Present
Homrich Berg (ATLANTA GA)
Active
Inactive
Not sure Kory Gildea is the right advisor for you? Invested Better is here to help.
