Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
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