Philip Catledge

from Cmc Financial Group, LLC
SEC regulated
Regulated Investment Advisor
Philip Catledge is a financial advisor based in Georgia, Atlanta, with 39 years of experience. Philip currently works for Cmc Financial Group, LLC. Philip maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Philip Catledge works at Cmc Financial Group, LLC
Cmc Financial Group, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $147,906,198 of assets under management and employs about 4 people. Cmc Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
7000 Central Parkway, Suite 1770, Atlanta, Georgia, 30328

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