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Dave Duley & Georgia Advisory Group!
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About Dave Duley &
Georgia Advisory Group
Dave is the Lead Advisor and Principle at Georgia Advisory Group
which is a Registered Investment Advisory Firm. He has worked with some of the best and brightest tax and estate attorneys in the metro Atlanta area. Dave has long term relationships with an In house independent CPA for all tax matters with over 75% of his clients now using those services. Dave has independent estate attorneys who coordinate Wills, Trusts and business planning with his financial programs for succession planning.
CEO and Lead Advisor Georgia Advisory Group
Graduate of North Georgia College
Has been licensed in the insurance industry since 1982 (Has been licensed for over 35 years in the Insurance market place and 27 years in securities industry)
Holds Licenses & Certifications - Series 6, 63, 7, 24, and 66 Registered Investment Advisory License
Dave has sat on the board of several insurance and securities firms and has spoken to thousands of pre- retirees about Estate Planning and wealth management
Georgia Advisory Group, first and foremost, is Experienced. Our Team has over 120 years of combined service in the financial industry. Our focus is Growth with Protection inside your Portfolio. In house we have a fulltime CPA, Investment Advisors, Money Managers, Insurance experts and Estate Planning professionals. We take a conservative approach to each family’s needs and layout the best road ahead.
Investment Advisory services through Georgia Advisory Group LLC. A registered investment advisory firm. Custodian services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC and Non- Bank Affiliate of Wells Fargo and Company. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses. https://brokercheck.finra.org/">brokercheck.finra.org / https://www.sipc.org/">www.sipc.org
Past performance does not guarantee future results. There is no guarantee that any investment strategy or account will be profitable or will not incur loss. Investors should consider the investment objectives, risks, charges and expenses that make up this investment strategy carefully before investing. Investing involves risk, including the possible loss of principal. Share price, principal value, and return on investments will vary, and you may have a gain or a loss when you sell your investment.
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