Christopher Wilson

Consultant @Atlanta Consulting Group

Atlanta, GA, US
MOBILE NUMBERS
+14•••••••08

Signup · Get unlimited contacts

WORK HISTORY

Jun 2022 — Present

Consultant @Atlanta Consulting Group

View department →

Atlanta, GA, US

A trusted investment consultant since 1985, The Atlanta Consulting Group has guided clients with investing insight, regulatory guidance, and fiduciary responsibility. Our specialty is working with institutional clients, foundations/endowments, family offices, corporations, healthcare organizations, religious institutions, and municipalities. Our approach allows us to maintain flexibility while delivering a strong, customer-focused service model that gives clients the best of both worlds.

EDUCATION

N/A

Georgia State University

Bachelor of Science (B.S.)

N/A

Georgia State University

Bachelor of Business Administration - BBA

SKILLS

Series 6401kSeries 63RetirementBondsPortfolio ManagementAsset ManagementFinancial AdvisoryUniform Combined State LawEtfsEquitiesWealth ManagementAsset AllocationMutual FundsSeries 7Securities401k RolloversInvestment ManagementInvestment AdvisoryFinancial ServicesHigh Net Worth IndividualsInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsQualified Retirement PlansWealth Management ServicesFinanceInvestmentsRetirement PlanningFinraSeries 65

ABOUT CHRISTOPHER WILSON

Chris Wilson is a financial services executive with 25+ years of experience advising…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.