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Samuel Jackson Carlyle

Investors Asset Management OF Georgia Inc.

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About Samuel Jackson Carlyle

Samuel Jackson Carlyle is a registered investment advisor with Investors Asset Management Of Georgia Inc. located in Atlanta, Georgia. Samuel has been in the industry for over 35 years, with experience at several firms including Cambridge Investment Research, Inc. and Allen C. Ewing & Co.. Samuel specializes in financial planning, pension consulting and portfolio management. Samuel holds the Series 63, Series 7, and PC licenses. Samuel has extensive experience in the financial services industry and specializes in providing services to high-net-worth individuals.

Firm Information

Samuel Carlyle 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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Samuel Carlyle’s Registration & Firm History

GA

05/09/2003 - Present

Investors Asset Management OF Georgia Inc. (ATLANTA GA)

NC

12/10/2001 - 12/31/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (SOUTHERN SHORES NC)

FL

01/01/2000 - 01/04/2002

ALLEN C. EWING & CO. (JACKSONVILLE FL)

FL

01/10/1997 - 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

10/26/1990 - 03/18/1991

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

12/01/1989 - 11/13/1990

INVESTORS ASSET MANAGEMENT, INC.

GA

09/01/1976 - 11/25/1989

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 03/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/1977

PC - AMEX Put and Call Exam

BC

Issued 08/21/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Jackson Carlyle.
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