Galina D. Courson

FINANCIAL DISCOVERY

ATLANTA, GA 30338

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CRD#: 5922043

Professional summary

Galina Dimitrova Courson, CFP®, who also goes by Galina Dimitrova Dimitrova, is a registered financial advisor currently at FINANCIAL DISCOVERY located in Atlanta, Georgia.

Galina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Galina has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Galina Dimitrova Dimitrova

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.

OWNER AND SOLE MEMBER OF FINANCIAL DISCOVERY GROUP, LLC A NON-INVESTMENT RELATED BUSINESS LOCATED AT 4403 NORTHSIDE PARKWAY, SUITE 1104, ATLANTA, GEORGIA 30327. THIS BUSINESS PERFORMS ACCOUNTING AND TAX SERVICES. THE PRACTICE STARTED APRIL, 2010. APPROXIMATELY 10 HOURS PER MONTH IS DEVOTED TO THE BUSINESS IN PROVIDING TAX AND ACCOUNTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Galina Dimitrova Courson's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 14, 2025 - Present

FINANCIAL DISCOVERY

Office #1: 200 Ashford Center North Suite 185, Atlanta, GA 30338

RIA

CRD#: 125383

ATLANTA, GA

Past

June 3, 2011 - June 3, 2024

FINANCIAL DISCOVERY

RIA

CRD#: 125383

ATLANTA, 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".

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY | THE FINANCIAL DISCOVERY GROUP,INC.

CRD#: 125383 / SEC#: 801-129977

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY | THE FINANCIAL DISCOVERY GROUP,INC.

CRD#: 125383 / SEC#: 801-129977

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2024 Terminated)

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Contact information

Main Address

200 Ashford Center North Suite 130, Atlanta, GA 30338

Mailing Address

Phone number

(404) 816-0160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (3/21/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 105,532,631

Red Flags

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.

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Galina D. Courson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Galina Dimitrova Courson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY

Primary Firm SEC Registration

FINANCIAL DISCOVERY

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL DISCOVERY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL DISCOVERY

TRUST BUT VERIFY

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