TrueAdvisor
TrueAdvisor
FG
FG

Fred Edwin Gifford

Equity Investment CORP
38 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Equity Investment CORP
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Fred is a Senior Director at Equity Investment Corporation, dedicating full-time hours to this investment-related activity. This work is performed entirely during security trading hours.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 4 mos
Foreside Funds Distributors LLC
June 2011 - Present · 14 yrs 8 mos
Foreside Funds Distributors LLCBroker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Jfb Holdings CORP
January 2012 - October 2017 · 5 yrs 9 mos
Optique Capital Management, INC.
April 2007 - March 2011 · 3 yrs 11 mos
Foreside Fund Services, LLCBroker
October 2003 - February 2011 · 7 yrs 4 mos
Levco Securities, INC.Broker
May 2002 - June 2002 · 1 mo
Calamos Financial Services, INC.Broker
January 1992 - July 2000 · 8 yrs 6 mos
Nike Securities L.P.Broker
December 1991 - January 1992 · 1 mo
Clayton Brown & Associates, INC.Broker
November 1988 - October 1991 · 2 yrs 11 mos
Clayton Brown & Associates, INC.Broker
October 1982 - February 1988 · 5 yrs 4 mos
State Registrations14 states
GAIAILINKYMIMNMONDNEOHSDTXWI
AdvisorBroker
Exams
No exam information available for this advisor.