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Philip Oraien Catledge

CMC Financial Group, LLC

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About Philip Oraien Catledge

Philip Catledge is an investment advisor representative with CMC Financial Group, LLC based in Atlanta, GA. Philip has been in the industry since 1986 and has experience with Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., J.C. Bradford & Co., and The Robinson-Humphrey Company Inc.. Philip is registered to offer investment advisory services in Georgia. Philip is a Series 3, 7, 63, 65 and SIE licensed professional. Philip offers financial planning and portfolio management services for individuals and businesses. Philip also has experience with insurance sales.

Firm Information

Philip Catledge is currently registered with CMC Financial Group, LLC. CMC Financial Group, LLC is an investment advisor located in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have approximately $196,337,862 in regulatory assets under management and cater to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and other clients.
CMC Financial Group, LLC

7000 CENTRAL PARKWAY

ATLANTA, GA 30328

$196.34M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Philip Catledge’s Registration & Firm History

GA

05/04/2018 - Present

CMC Financial Group, LLC (ATLANTA GA)

GA

02/13/2009 - 05/09/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATLANTA GA)

GA

08/14/2000 - 03/04/2009

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

NY

10/31/1995 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

GA

05/22/1986 - 10/23/1995

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/11/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1986

Series 3 - National Commodity Futures Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Oraien Catledge.
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