Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mangum is a registered Investment Advisor Representative with Bison Wealth, LLC in Atlanta, Georgia. Michelle has been in the industry since 1987. Michelle specializes in providing financial planning, pension consulting, and educational seminars. Michelle is also a registered Investment Advisor Representative in Georgia, where she has been registered since December 2015.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
12/18/2015 - Present
Bison Wealth, LLC (ATLANTA GA)
GA
02/01/2013 - 10/01/2015
AMERICAN CAPITAL PARTNERS, LLC (ATLANTA GA)
GA
01/17/2012 - 02/01/2013
L.M. KOHN & COMPANY (ATLANTA GA)
GA
08/07/2009 - 01/17/2012
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
07/26/2004 - 07/28/2009
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
NY
01/01/1999 - 06/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
AL
07/16/1996 - 11/03/1998
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TX
04/24/1993 - 03/05/1996
SOUTHCOAST CAPITAL CORPORATION (AUSTIN TX)
GA
03/15/1989 - 03/29/1993
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
05/14/1988 - 03/07/1989
SHEARSON LEHMAN HUTTON INC.
NA
03/24/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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