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FIRM PROFILE
Overview
KATAMA SECURITIES LLC is located at 6250 Shiloh Road, Suite 30-3, Alpharetta, GA 30005 and was first established at Atlanta, Florida in 06/22/2021. After operating for 4 years, KATAMA SECURITIES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KATAMA SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. KATAMA SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KATAMA SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KATAMA SECURITIES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KATAMA SECURITIES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
6250 Shiloh Road, Suite 30-3, Alpharetta, GA 30005
6250 Shiloh Road, Suite 30 Box 11, Alpharetta, GA 30005
Small
(678) 488-0175
Florida since 06/22/2021
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at KATAMA SECURITIES LLC
Dean Vernoia
Charles Roome Daugherty
Deborah Lynn Agerton
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