Jeffrey Call is a CFP, PFS-designated registered investment advisor at Bt Financial Services LLC, based in Atlanta, GA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3300 Riverwood Parkway, Suite 700, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Managing Partner Elect with Bennett Thrasher LLP and serves on the Investment Committee for BT Wealth Management, LLC. He spends nearly all of his time on these activities.
Employment History
Current Registrations
Bt Financial Services LLC
Previous Registrations
Bt Wealth Management, LLC
Cpadvisors, LLC
Cpadvisors, LLC
Btadvisors, LLC
State Registrations1 state
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