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Sean Patrick Lennox

Homrich Berg

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About Sean Patrick Lennox

Sean Lennox is a financial advisor with Homrich Berg, with over 4 years of experience in the industry. Sean has a wide range of experience in financial planning and investment management and holds the Series 66, 7, 9, and 10 licenses. Sean has previously worked at Northwestern Mutual Investment Services, LLC and Antares Wealth Management, LLC. Sean is also the 100% owner of an athletic game operations contractor business.

Firm Information

Sean Lennox is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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Sean Lennox’s Registration & Firm History

GA

06/17/2022 - Present

Homrich Berg (Atlanta GA)

GA

06/06/2015 - 01/18/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 08/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/02/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Patrick Lennox.
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