Wonhee Nmn Cho
Professional Summary
Wonhee Nmn Cho, who also goes by Brian Cho, Wonhee Cho, Brian Cho, is a registered financial advisor currently at PEACHTREE PC INVESTORS, LLC located in Atlanta, Georgia. Wonhee is registered as a RR (Registered Representative) and started their career in finance in 2014. Wonhee has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 57, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Cho, Wonhee Cho, Brian Cho
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Current Firm
PC ADVISORS, LLC | PPCA | PEACHTREE PC INVESTORS, LLC | PEACHTREE PC ADVISORS, LLC
Contact Information
Main Address
3500 Lenox Road Suite 625, Atlanta, GA 30326Mailing Address
3500 Lenox Road Suite 625, Atlanta, GA 30326Phone Number
(678) 250-9368Established
Georgia since 02/04/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
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.
The advisor shows no other business activity.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
State Registrations and Notice Filings
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/11/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
(7/10/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Nov 2019About the Series 79TO examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
CRS (Client Relationship Summary) - BD
Click below to view Wonhee Nmn Cho's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
