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AK

Albert A. Kramer

EHCP CORPORATE FINANCE
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 7230575
AK

Professional summary

Albert Anthony Kramer IV, who also goes by Albert Anthony Kramer IV, Albert Anthony Kramer, is a registered financial professional currently at EHCP CORPORATE FINANCE, LLC located in Atlanta, Georgia.

Albert is registered as a RR (Registered Representative) and started their career in finance in 2020. Albert has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Albert Anthony Kramer Iv | Albert Anthony Kramer

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Albert Anthony Kramer IV'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®
None

Experience

Current

December 19, 2023 - Present

EHCP CORPORATE FINANCE, LLC

Office #1: 3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
BD
CRD#: 144134
Atlanta, GA
Past

May 22, 2020 - October 7, 2022

EHCP CORPORATE FINANCE, LLC

BD
CRD#: 144134
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/8/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/8/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/22/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EC
EHCP CORPORATE FINANCE, LLC
EDGE CORPORATE FINANCE, LLC | EHCP CORPORATE FINANCE, LLC | EDGE HEALTHCARE PARTNERS, LLC

CRD#: 144134 / SEC#: , 8-67638

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
Mailing Address
3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
Phone number
(404) 890-7703
Established
Georgia since 02/20/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EDGE HEALTHCARE PARTNERS, LLCSHAREHOLDER
ALVAREZ, ENRIQUECFO/FINOP4622342
POPE, BRYAN HOLMESCEO, CCO AMLCO, EXEC. REP4177367

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.

Company Information

EHCP CORPORATE FINANCE, LLC

CRD#: 144134Atlanta, GA 30339

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