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Great Lakes and Atlantic Wealth Management & Advisory Partners | RIA | Financial Advisor Independence | Hybrid Registered Investment Advisor

More than a Charlotte RIA, as a hybrid RIA Registered Investment Advisor we have created a flexible platform offering Advisor Partner, Advisor Affiliate, and Succession/Acquisition Affiliate options. Independent investment solutions for financial professionals and institutions. Providing individual financial advisors with creative and unique independent solutions.

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Great Lakes and Atlantic Wealth Management & Advisory Partners | RIA | Financial Advisor Independence | Hybrid Registered Investment Advisor | greatlakesatlantic.com Reviews

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More than a Charlotte RIA, as a hybrid RIA Registered Investment Advisor we have created a flexible platform offering Advisor Partner, Advisor Affiliate, and Succession/Acquisition Affiliate options. Independent investment solutions for financial professionals and institutions. Providing individual financial advisors with creative and unique independent solutions.

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1 Hybrid RIA

2 Charlotte RIA

3 Registered Investment Advisor

4 succession planning

5 continuity planning

6 contingency planning

7 independence

8 Charlotte RIA

9 RIA

10 emergency back up planning

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Great Lakes and Atlantic Wealth Management & Advisory Partners | RIA | Financial Advisor Independence | Hybrid Registered Investment Advisor | greatlakesatlantic.com Reviews

https://greatlakesatlantic.com

More than a Charlotte RIA, as a hybrid RIA Registered Investment Advisor we have created a flexible platform offering Advisor Partner, Advisor Affiliate, and Succession/Acquisition Affiliate options. Independent investment solutions for financial professionals and institutions. Providing individual financial advisors with creative and unique independent solutions.

INTERNAL PAGES

greatlakesatlantic.com

1

About GLA | Great Lakes & Atlantic

http://www.greatlakesatlantic.com/great-lakes-atlantic.html

Succession and Contingency Planning. The Advisor Minute Blog. About Great Lakes and Atlantic. Wealth Management and Advisory Partners Inc. Turn Key Transition. Lower Costs. Shared Equity Plans. Expanded Network. Open Architecture. Money Management Resources. Succession Solutions. More Client Resources. There are four categories essential to every advisor’s success including operations, growth, advisory and succession planning to ensure that their clients receive the best care and services and are taken c...

2

Leadership | Great Lakes & Atlantic

http://www.greatlakesatlantic.com/about-us/leadership.html

Succession and Contingency Planning. The Advisor Minute Blog. Great Lakes and Atlantic Leadership Team. Robert E. Graham. Read More Robert Graham Great Lakes and Atlantic. Phone: 224-253-6068 Cell: 847-727-4385. Read More Craig Cmiel Great Lakes Atlantic. Phone: 704-919-0439 Cell: 703-625-6833. Recent Research and Writings. Learn from the top thought leaders in the industry. So, What are you Worth? Plan For Succession Part 2. Nov 14, 2015. The Advisor Minute Blog. 2014 Back to Basics. Jul 17, 2014. Over ...

3

Services | Great Lakes & Atlantic

http://www.greatlakesatlantic.com/services.html

Succession and Contingency Planning. The Advisor Minute Blog. Having choices is important in investment and financial planning. We believe our clients’ plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services. Retirement planning – Charting a course for your retirement destination. 8211; Your financial future is important. Don’t trust it to just anyone.

4

Locations | Great Lakes & Atlantic

http://www.greatlakesatlantic.com/about-us/locations.html

Succession and Contingency Planning. The Advisor Minute Blog. 215 Queens Rd, Suite 200. Charlotte, NC 28204. 123 N Wacker Suite 1600. Chicago, IL 60606. Fort Mill, SC. 1171 Market Street, Suite 201. Fort Mill, SC 29708. 200 South Tryon St, Suite 710. Charlotte, NC 28202. 3116 N. Shiloh Road, Suite A. Corinth, MS 38834. Chapel Hill, NC 27517. Contact Great Lakes and Atlantic. Https:/ plus.google.com/ GreatLakesAtlanticWealthManagmentCharlotte/about. Https:/ www.facebook.com/greatlakesatlanticwm/.

5

Asset Management | Great Lakes & Atlantic

http://www.greatlakesatlantic.com/asset-management.html

Succession and Contingency Planning. The Advisor Minute Blog. Our goal is to have a small group of managers and strategies that are like minded in producing results and service. Access To Products and Strategies. Provide advisors and their clients with access to products and strategies that would otherwise not have access to. These strategies are provided through h3 which provides certain oversight and research. Providing A Better Outcome. Visit The H3 Investment and Strategies Website. Nov 14, 2015.

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jhgfinancial.com

Client Center | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/client-center.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Recent Articles & Videos. Tax Advantages Of A Standard IRA. April 5, 2016. Leading Expert Judson Gee of JHG Financial Shares Financial Advice. April 1, 2016. 2015 End of Year Financial Checkup. December 15, 2015. JHG Financial Advisors Intro. September 15, 2015. Woes mount for Wall Street. May 24, 2012. Designed by Mellow Melon Media. Facebohttps:/ www.facebook.com/pages/JHG-Financial-Advisors/420508031419591?

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Our Holistic Approach | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/our-holistic-approach.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Working together, we can design an individualized blueprint for organizing and managing your financial life. We are committed to helping you implement the appropriate financial decisions that could positively impact your future. JHG Financial takes a holistic approach to meeting your financial needs, providing these services:. Organizing financials and establishing objectives. Legacy and Estate planning.

jhgfinancial.com

Charlotte Financial Investment Advisor

http://www.jhgfinancial.com/managing-partner.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Judson H. Gee, CEP. Managing Partner, JHG Financial. Protecting your financial blind sides. Jud lives in Charlotte with his wife, Sherry. They both enjoy time at their home in Wrightsville Beach boating and fishing. Jud looks forward to his bi-annual skeet shoots with friends and clients and enjoys fly fishing and camping in the mountains. Securities offered through Uhlmann Price Securities. Member FINRA/SIPC.

jhgfinancial.com

Financial Services | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/financial-services.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Designed by Mellow Melon Media. Facebohttps:/ www.facebook.com/pages/JHG-Financial-Advisors/420508031419591? Https:/ www.linkedin.com/in/judsongee.

jhgfinancial.com

Wealth Management | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/wealth-management.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. By looking at your whole financial picture-first assessing your current financial health and then defining your future goals we can prepare a financial plan that addresses all areas of your financial life. At the same time, we can help ensure that all of the elements of your plan work together for the benefit of you and your family. Designed by Mellow Melon Media. Https:/ www.linkedin.com/in/judsongee.

jhgfinancial.com

Resources | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/resources.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Tax Advantages Of A Standard IRA. Apr 5, 2016. Financial Planner, Jud Gee of JHG Financial, points out the major benefits of “Standard IRA”. 2015 End of Year Financial Checkup. Dec 15, 2015. JHG Financial Advisors Intro. Sep 15, 2015. Laquo; Older Entries. Designed by Mellow Melon Media. Facebohttps:/ www.facebook.com/pages/JHG-Financial-Advisors/420508031419591? Https:/ www.linkedin.com/in/judsongee.

jhgfinancial.com

In The News | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/in-the-news.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Tax Advantages Of A Standard IRA. Apr 5, 2016. Financial Planner, Jud Gee of JHG Financial, points out the major benefits of “Standard IRA”. 2015 End of Year Financial Checkup. Dec 15, 2015. JHG Financial Advisors Intro. Sep 15, 2015. JHG Financial guides clients to make the right decisions. Sep 22, 2010. Paul Brown Show with guest Judson H. Gee. Sep 15, 2010. With over fourteen years of money management experience, Judson Ge...

jhgfinancial.com

Our Clearing Partners | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/our-clearing-partners.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. A Plan for Everything. As a Raymond James financial advisor we can help you create a financial plan designed for who you are, how you live, all the things you want to do and all the things you haven’t thought of yet. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation. Designed by Mellow Melon Media. Https:/...

jhgfinancial.com

About Us | JHG Financial Advisors, LLC.

http://www.jhgfinancial.com/about-us.html

Free Portfolio Risk Analysis. Protecting Your Blind Sides. Estate & Retirement. Recent Articles & Videos. Tax Advantages Of A Standard IRA. April 5, 2016. Leading Expert Judson Gee of JHG Financial Shares Financial Advice. April 1, 2016. 2015 End of Year Financial Checkup. December 15, 2015. JHG Financial Advisors Intro. September 15, 2015. Woes mount for Wall Street. May 24, 2012. Designed by Mellow Melon Media. Facebohttps:/ www.facebook.com/pages/JHG-Financial-Advisors/420508031419591?

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Great Lakes and Atlantic Wealth Management & Advisory Partners | RIA | Financial Advisor Independence | Hybrid Registered Investment Advisor

Succession and Contingency Planning. Great Lakes and Atlantic. Wealth Management and Advisory Partners, LLC. Your Firm… Your Choice. THINKING OF VENTURING OUT ON YOUR OWN? UNPARALLELED SUPPORT and CLIENT SERVICES. 8220;We have created a hybrid Registered Investment Advisor firm that gives like-minded Advisors the freedom to own their business, manage their practice and serve their clients while also offering the benefits of an experienced support structure.”. Great Lakes and Atlantic.

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