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Cassandra R Stiff

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M

Fee Structure

Minimum Investment:$25K
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Location

650 Hillcrest, #100, Lilburn, GA, 30047

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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 ActivitiesSells Insurance

Cassandra is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. She also serves on the board of the Kennesaw Business Association and the Douglas County School System Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Bcg Securities, INC.
August 2024 - Present · 1 yr 6 mos
Bcg Securities, INC.
July 2024 - Present · 1 yr 7 mos
Bcg Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
Horace Mann Investors, INC.
May 2018 - Present · 7 yrs 9 mos
Horace Mann Investors, INC.Broker
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Nationwide Securities, LLCBroker
September 2008 - August 2013 · 4 yrs 11 mos
American Family Securities, LLCBroker
March 2001 - June 2007 · 6 yrs 3 mos
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.