Britt C. Bazemore
KINGSMARK PRIVATE FINANCIAL ADVISORS
Albany, GA 31721
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CRD#: 5323752
Professional summary
Britt C Bazemore, CFP®, who also goes by Britt Bazemore, is a registered financial advisor currently at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC located in Albany, Georgia.
Britt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Britt has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Britt Bazemore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) BROADVIEW ADVISORY GROUP, LLC, CEO, INVESTMENT RELATED, 2305 Bristol Road, ALBANY, GA 31721. NATURE: FINANCIAL ADVISOR/CPA. SINCE JANUARY 2013, 180 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RESPONSIBLE FOR ALL IAR DUTIES, INSURANCE AGENT DUTIES, AND CPA DUTIES THAT RUN THROUGH THIS ENTITY. (2) INDEPENDENT INSURANCE AGENT FOR VARIOUS COMPANIES, NON-INVESTMENT RELATED, SOLE-PROPRIETOR, P.O. BOX 70998, ALBANY, GA 31708. NATURE: INSURANCE AGENT. SINCE JANUARY 2009, 8 HOURS PER MONTH, 8 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RECOMMEND SALE OF LIFE, DISABILITY, AND LONG TERM CARE INSURANCE. (3) CERTIFIED PUBLIC ACCOUNTANT, SOLE-PROPRIETOR, INVESTMENT RELATED, P.O. BOX 70998, ALBANY, GA 31708. NATURE: WORK PROVIDED THROUGH BROADVIEW ADVISORY GROUP, TAX PREPARATION AND PLANNING. SINCE FEBRUARY 2012, 8 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS. DUTIES: PREPARATION OF INDIVIDUAL TAX RETURNS AND TAX PROJECTION PLANNING. (4) BROADVIEW, LLC, OWNER. NON-INVESTMENT RELATED, P.O. BOX 70998, ALBANY, GA 31708. NATURE: TIMBER INVESTMENT AND CONSULTING. SINCE JULY 2023, 5 HOURS PER MONTH NOT DURING TRADING HOURS. DUTIES: RENDERING OF MANAGEMENT CONSULTING SERVICES TO OTHER PROPERTY OWNER(S) AND MANAGING PERSONAL TIMBER PROPERTY. (5) DOUBLEGATE COUNTRY CLUB, SECRETARY, NON-INVESTMENT RELATED, 3800 OLD DAWSON ROAD, ALBANY, GA 31721. NATURE: VOLUNTEER ADMINISTRATIVE WORK FOR LOCAL CLUB. SINCE SEPTEMBER 2023. 4 HOURS PER MONTH NOT DURING TRADING HOURS. DUTIES: OVERSEE GENERAL MANAGER AND STRATEGIC DIRECTION OF CORPORATE ENTITY AS MEMBER OF BOARD.
CRS (Client Relationship Summary) - RIA
Click below to view Britt C Bazemore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
May 13, 2008 - Present
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
Office #1: 601 Pointe North Boulevard, Albany, GA 31721RIA
CRD#: 146655
Albany, GA
Past
May 23, 2008 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ALBANY, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC
CRD#: 146655 / SEC#: 801-68950
RIA
Registered Investment Advisory firm - (3/12/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/13/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KP
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC
CRD#: 146655 / SEC#: 801-68950
RIA
Registered Investment Advisory firm - (3/12/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 Pointe North Boulevard, Albany, GA 31721
Mailing Address
Po Box 70998, Albany, GA 31708
Phone number
(229) 439-2348
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 847 |
| AUM (Assets Under Management) | $ 373,647,851 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
