NZ
NZ

Nesha Pratt Zeigler

21 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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History

Regulatory History (1)
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Customer Dispute
November 2009
Denied
Other Business ActivitiesSells Insurance

Nesha is a real estate agent with Home Smart since 2017, dedicating minimal time to this activity. She is also an agent with Forge Consulting LLC, an insurance agency, spending a few hours per week servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2003 - July 2009 · 6 yrs 3 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.